Description |
*Screen:*
Activity Search
*Problem:*
When you are in a CRM enviroment you may have an activity for a entity that you have not used before. This may also apply to help desk in the future as we add presales support. We may have a prospect or contact that is not in the system.
*Work flow:*
* Hit new activity (or ticket)
* List of current contacts is returned
* if you want to add a new entity or contact you can not
* we should have shortcuts on the search for new entity and new contact
We should have an "Add" entity button on the entity search screen when you add a new activity.
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