Current reports do not accurately reflect the volume of activities when quantity is involved, leading to inefficient data entry and skewed reporting.
Teams using the Vicinity CRM who record activities in units, improving efficiency and accuracy in reporting.
Introduce a toggle in the Activity and Team reports to switch between 'number of activities' and 'total quantity', allowing activities with quantities to be accurately represented.
Given A user logs an activity with a quantity greater than one When They view the Activity or Team report Then The report reflects the total quantity instead of just the number of activities when the toggle is set to 'total quantity'.
This feature includes adding a toggle to the Activity and Team reports to switch between counting activities and total quantity. It does not affect other reports or the default settings for users not utilizing the quantity field.
Where should the toggle be implemented?
At the report level for Activity and Team reports.
Provides flexibility for users to customize their view without impacting others.
