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Activities Enhancements

Plan Outline Pri Assigned To Estimated Actual Progress Start End
#   Activities Enhancements (29 items)     -- -- --      
 1. 
  "Floating Activities"
             
 2. 
  In Progress 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 B.
Kailash B. 		50 Hours -- 60%     -- 
 3. 
  In Progress Make screens for "Log" and "Schedule" activities be identical.
High Ananth B.
Kailash B. 		16 Hours -- 70%     -- 
 4. 
  Activity Management Enhancements
             
 5. 
  Not Started View all activities
Normal 24 Hours --     -- 
 6. 
  Not Started Search/filter activities (complete, incomplete, all, keyword)
Normal 6 Hours --     -- 
 7. 
  Not Started Add attachments to activities
Normal 8 Hours --     -- 
 8. 
  Not Started Add "Activities" sub tabs to all relevant modules (e.g., Quotes, Opportunities)
Normal 40 Hours --     -- 
 9. 
  In Progress Specify multiple participants (Users and/or contacts)
High Ananth B.
Kailash B. 		20 Hours -- 70%     -- 
 10. 
  In Progress Have activities show up on all of those users' home pages
Normal Ananth B.
Kailash B. 		8 Hours -- 70%     -- 
 11. 
  Activity Forwarding
             
 12. 
  Not Started Be able to forward an activity to a group of contacts
High Ananth B.
Kailash B. 		16 Hours -- 10%     -- 
 13. 
  In Progress Forward an activity without saving first
High Ananth B.
Kailash B. 		4 Hours -- 70%     -- 
 14. 
  Allow the date for when the activity
             
 15. 
  In Progress Preserve "Planned Date and Time" of upcoming events
High Ananth B.
Kailash B. 		2 Hours -- 30%     -- 
 16. 
  In Progress Specify Date and Time when logging an activity
High Ananth B.
Kailash B. 		3 Hours -- 70%     -- 
 17. 
  In Progress More choices in recording time units
High Ananth B.
Kailash B. 		4 Hours -- 70%     -- 
 18. 
  Not Started "Status" field for activities
Low 6 Hours --     -- 
 19. 
  In Progress Be able to kick off a Ticket from an Activity
Low Kailash B. 40 Hours -- 10%     -- 
 20. 
  Not Started Optionally allow Activity time to decrement Service Contract time
High Ananth B.
Kailash B. 		16 Hours -- 10%     -- 
 21. 
  Not Started Provide Activity History
Normal 36 Hours --     -- 
 22. 
  Not Started Attach multiple Notes to activities
Normal 16 Hours --     -- 
 23. 
  Not Started Attach file attachments to activities
Normal 16 Hours --     -- 
 24. 
  Not Started Be able to "View Details" of a pending activity on the Home Page
Normal 4 Hours --     -- 
 25. 
  Create an Aggregated Activities List View
             
 26. 
  Not Started Be able to search/filter all activity records
Normal 16 Hours --     -- 
 27. 
  Not Started Add more Activity reports
Normal 60 Hours --     -- 
 28. 
  Not Started 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 B. 6 Hours --     -- 
 29. 
  Not Started When a contact's activity is modified and the user completes the activity, the old information (pre-modification) should be displayed
Normal 50 Hours --     -- 
  Est. Total Actual Total  

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