Custom "Create Call Report" Smart Action in Workspace after 27A
in Sales
Summary:
We understand that Call Reports are no longer delivered as a standard feature in Redwood UI.
Instead, similar functionality is available through Interactions and Wrap-Ups,
such as Log a Call, Log an Email, and Log an Interaction.
However, we have noticed that the out-of-the-box (OOTB) "Create Call Report" Smart Action is still available in Workspace.
And this can be duplicated as a custom Smart Action and exposed in the Redwood UI Activities List page,
we have successfully tested this approach and can see the Create Call Report action for both Tasks and Appointments
in the row-level actions menu.
Given this, can we continue to use the Call Report functionality in Redwood through this custom Smart Action approach?
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