How to add fields from previous task to a follow-up task?
To add fields from previous task to a follow-up task. Please follow the steps mentioned below for doing that:
- From left navigation, go to Configuration and choose Activities.
- Click on the activity, click on the pencil icon and then click on Settings.
- Turn on Scheduler option and enter hours before task will be sent to mobile.
- Select Follow up and configure it with fields from the previous task.
- Finally, Save the activity.
No Comments