Champ Software Sales Force Portal for Aha

Option within Activity Details to Create AND Print while workiing in the activity

For those of us who still print and sign everything (though I wish we didn’t) it would be really nice to have the option to "create and print" when you create an activity. I thought of it when "create and new" was added, another nice function. Just the activity newly created like a visit report. Now you have to go out to activities, then report, chose the report, then the report is generated,  then print preview comes up, then you print. It would be nice to be able to "quick print" directly as you create the visit report. You’d still be able to just create and go though the current process if you wanted to review the report before you create it.

  • Champ Ideas
  • Aug 7 2017
  • Future consideration