Great ideas, thanks Screamapillar. Our AEs use the Opp for sales opps and our Tasks currently only track the event (on site at client) but there isn't enough info captured. Looking to set up a set of criteria so when they do make an on site visit, we get a full accounting of what took place with simple check boxes. The comment is a nice narrative but not enough (or sometime, too much!). This way simple audit report can be run showing client visits by AE and when I follow up for the AEs on my team, I have a better sense of the visit when talking with the client contact.
I wouldn't mind a sort of sub page when task type of 'on site' is selected, but I'm not a true SF coder. I can easily create an object, but just want to see first if one exists and to make sure this is the most efficient route.
Any other ideas or comments out there?? Thank you.
