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Activities Enhancements

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Plan Outline Priority Assigned To Estimated Actual Remaining Start End
#   Activities Enhancements (29 items)     -- -- --      
 1. 
  "Floating Activities"
             
 2. 
  Allow user to associate an activity with any relevant CRM object (e.g., Account, Lead, Contact, or Opportunity) when Logging/Scheduling an Activity fr
Normal Ananth Balasubramanyam
Kailash Bhoopalam 		50 Hours -- --     -- 
 3. 
  Make screens for "Log" and "Schedule" activities be identical.
High Ananth Balasubramanyam
Kailash Bhoopalam 		16 Hours -- --     -- 
 4. 
  Activity Management Enhancements
             
 5. 
  View all activities
Normal 24 Hours -- --     -- 
 6. 
  Search/filter activities (complete, incomplete, all, keyword)
Normal 6 Hours -- --     -- 
 7. 
  Add attachments to activities
Normal 8 Hours -- --     -- 
 8. 
  Add "Activities" sub tabs to all relevant modules (e.g., Quotes, Opportunities)
Normal 40 Hours -- --     -- 
 9. 
  Specify multiple participants (Users and/or contacts)
High Ananth Balasubramanyam
Kailash Bhoopalam 		20 Hours -- --     -- 
 10. 
  Have activities show up on all of those users' home pages
Normal Ananth Balasubramanyam
Kailash Bhoopalam 		8 Hours -- --     -- 
 11. 
  Activity Forwarding
             
 12. 
  Be able to forward an activity to a group of contacts
High Ananth Balasubramanyam
Kailash Bhoopalam 		16 Hours -- --     -- 
 13. 
  Forward an activity without saving first
High Ananth Balasubramanyam
Kailash Bhoopalam 		4 Hours -- --     -- 
 14. 
  Allow the date for when the activity
             
 15. 
  Preserve "Planned Date and Time" of upcoming events
High Ananth Balasubramanyam
Kailash Bhoopalam 		2 Hours -- --     -- 
 16. 
  Specify Date and Time when logging an activity
High Ananth Balasubramanyam
Kailash Bhoopalam 		3 Hours -- --     -- 
 17. 
  More choices in recording time units
High Ananth Balasubramanyam
Kailash Bhoopalam 		4 Hours -- --     -- 
 18. 
  "Status" field for activities
Low 6 Hours -- --     -- 
 19. 
  Be able to kick off a Ticket from an Activity
Low Kailash Bhoopalam 40 Hours -- --     -- 
 20. 
  Optionally allow Activity time to decrement Service Contract time
High Ananth Balasubramanyam
Kailash Bhoopalam 		16 Hours -- --     -- 
 21. 
  Provide Activity History
Normal 36 Hours -- --     -- 
 22. 
  Attach multiple Notes to activities
Normal 16 Hours -- --     -- 
 23. 
  Attach file attachments to activities
Normal 16 Hours -- --     -- 
 24. 
  Be able to "View Details" of a pending activity on the Home Page
Normal 4 Hours -- --     -- 
 25. 
  Create an Aggregated Activities List View
             
 26. 
  Be able to search/filter all activity records
Normal 16 Hours -- --     -- 
 27. 
  Add more Activity reports
Normal 60 Hours -- --     -- 
 28. 
  Automatically roll activities forward if not completed on scheduled day (does this change the day recorded, or just display on today's date?)
High Ananth Balasubramanyam 6 Hours -- --     -- 
 29. 
  When a contact's activity is modified and the user completes the activity, the old information (pre-modification) should be displayed
Normal 50 Hours -- --     -- 
Item is incomplete
Item has been completed
Item has been closed
Item is on hold