Quick Activity

The Quick Activities feature enables users to quickly create common activities such as tasks, emails, or phone calls directly from the hierarchy view, with only three activity options available. This streamlines the task creation process and ensures activities are instantly associated with the relevant records.

Configuration Steps are as follows:

1. Define Allowed Actions

• Navigate to Entity Configuration.

• Locate the Allowed Actions field.

• Choose up to three activity types (e.g., Task, Email, Phone Call) to display as activity icons on hierarchy cards.

2. Enable Quick Activity Creation

• In the hierarchy view, hover over a record card.

• Click the desired activity icon to create a new activity instantly.

The new activity will be automatically linked to the corresponding record

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