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Feature #592

closed

Activity Roll-Up

Added by Nandu Kolukula 27 days ago. Updated 14 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Nandu Kolukula
Start date:
06/02/2026
Due date:
% Done:

0%

Estimated time:

Description

When someone logs a meeting with a person, it must also appear against the company.

Auto association:
Meeting with contact → visible on company record
Email to contact → logged under company timeline
Call to contact via App à call recorded.

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 #1

Updated by Nandu Kolukula 27 days ago

  • Subject changed from Owner roll-up reporting + dashboard (meetings, open opps, at-risk, KPIs) to Activity Roll-Up
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 #2

Updated by Nandu Kolukula 27 days ago

  • Description updated (diff)
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 #3

Updated by Raj Mudaliar 21 days ago

  • Assignee set to Nandu Kolukula
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 #4

Updated by Raj Mudaliar 14 days ago

  • Status changed from New to Closed
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