When done/reopen/stage moves leave a column, advance to the next activity there or return to the list if empty.
Co-authored-by: Cursor <cursoragent@cursor.com>
Add editPolicy (default creator-only), enforce it in the API, surface clear permission messages, and drop the redundant edit menu now that detail is editable.
Co-authored-by: Cursor <cursoragent@cursor.com>
The action row stretched off-screen and comments on automation activities were rejected once the saved note passed 2000 characters.
Co-authored-by: Cursor <cursoragent@cursor.com>
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.
Co-authored-by: Cursor <cursoragent@cursor.com>
Empty membership stays open to the whole workspace; picking people restricts who can see that activity group.
Co-authored-by: Cursor <cursoragent@cursor.com>
- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified
Co-authored-by: Cursor <cursoragent@cursor.com>
MahdiandCursor