It would be great if ...

Set Task Type in Cirrus Layout for Salesforce

When you are saving an email as a task the Salesforce Type field is missing from the Cirrus layout. For some task record types I'd like to be able to set a default for the Type field as an admin, but for other record types I want to allow the user to input thisType field prior to saving the task to Salesforce.

So, would be great if:
1. User could set task Type field if that field is added to the Cirrus Add to Salesforce page layout.
2. Admin could set task Type default for different task record types if the field is not on the Cirrus Add to Salesforce page layout.

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    Lauren shared this idea  ·   ·  Admin →

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