Our Org wants to use open vs completed based on the type of activity which has occurred.
Examples:
If an user called someone but gotten their voicemail (left Open) - Task was done but we didn't get the desired result.
Call was made in March but only in September did we actually have a conversation.
How do I have the activity panel report the actual date of the conversation but allow for tasks to be completed in the meantime?
Users have a buildup of overdue tasks while its understood that they may have not gotten their desired result.
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Hi @Scott Holmes - I would mark the task as completed once the call has been made, even if it went to voicemail. You can use a separate Call Outcome field to record “Voicemail,” “No Answer,” or “Conversation Held.”
Then create a follow-up task with a new due date. When the conversation happens in September, log it as a new activity with that date. This keeps the full history and avoids overdue tasks for calls that were already made.
