We are reporting on Referrals by filtering on the Activity "Send Opportunity Info Email". However, in some cases we don't actually send the volunteer the information via email. In these cases we SKIP the send email to volunteer step of the wizard.
Of course this does not then log the "Send Opportunity Info Email" activity. The only activity that is ALWAYS logged for a referral is the "Send Info" activity. But this is logged for other reasons as well (eg Followups - for which this whole discussion applies as well).
Would it be possible to rename the activity logged at the end of the referral and follow up processes to something unique (eg "Followup" and "Referral").
NB - the same applies to the wizard that is executed as a result of an Opportunity Match, which does the Application and Referral in one go.
I think that the two enhancement requests....
Better differentiate activities
and
Unique names of activities for last step of send info emails
are essentially the same thing. Certainly should be considered together.
Richard