Solve360 Discussion Forums

New feature: Moving activities to new pages

May 17, 2010 08:50am Steve Ireland Administrator 286 posts	On the heels of our update on Friday we’ve released another new feature—this one enables you to move top-level activities to a different page. For example, you can now drag a tasklist, opportunity, note etc. from a contact to a company, from a company to a project blog, from one project blog to a different project blog… Hover your mouse over the activity, click-and-hold on the Move icon, move your mouse pointer over a row in the results list or a tab at the top of the screen, release the mouse button. You can target the current window or a different window. Image Attachments Click thumbnail to see full-size image

May 18, 2010 12:10am adrian@vm Lyncean 352 posts	Awesome awesome awesome. This makes workflow templates that much better. Now we can handle the entire sales cycle and then the actual workflow of the service. This update is huge for us.

May 18, 2010 01:48am Stefan Sentinel 35 posts	Just Great!

May 18, 2010 08:09am sloughwi Lyncean 160 posts	Awesome! I would also suggest a follow-up feature: hold a key to copy rather than move the item. Would be handy for occasions when you want to duplicate less than all the events on an ad hoc basis.

May 27, 2010 08:21am Carl Benfield Lyncean 165 posts	This looks fantastic, but I couldn’t work out how to go from a contact to a project blog. I’m running a mac. I tried opening another window with a project blog, but the file did not drop into place in the new window.I also tried dragging it up to the main bar at the top and hovering over the project blogs tab, but it not open up the project blog area. I fear I am being quite stupid. Any clues?

May 29, 2010 10:51am Craig S Sentinel 34 posts	Awesome, great job Steve and team! I’ve used this feature already.

Jul 07, 2010 11:14am Engineering SpecialOps Administrator 3952 posts	Here is a quick screencast showing the drag and drop technique http://screencast.com/t/MmI1MTYwZWEt

Aug 09, 2010 12:47am craig4wd Lyncean 40 posts	Sweet feature! I was just about to put in a feature request for exactly this. Nice work and thanks for the screencast as well.

Aug 19, 2010 07:46am Sharon@WoS Lyncean 48 posts	Excellent! Solves a major need for me (especially until I get more disciplined with my processes!). Thank you!