Adding e-mail action to account GREAT but with an issue

I am very happy that we can now click the BB button and add an e-mail being sent or received to a record in NXT. I would though like the ability to add the "solicitor assign to" from the small screen at the same time. Now, I still have to go into the record and open the newly created action to click the "me". It would be nice to have the ability to make all the changes in the small window before submitting. 

  • Guest
  • Mar 1 2018
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  • Guest commented
    May 24, 2018 17:26

    Not having this option adds more steps. After putting the action in, I have to then go into the account. Go into the action. Scroll down to solicitor and click me. All this should be an option when we hit add action.