Be able to add to the drop down list for task, appointment, phone call, email
We would like to be able to pick from the drop down menu and say send proposal,, work order, order supplies, send invoice etc. not just the four listed above.
1
vote
Ceci Hampton-Ellis
shared this idea
Good news! You can already create custom “Task Types”. Just head to your Settings and go to the “Task Types” tab, where you can edit existing types or create new ones to further segment your tasks. This feeds into reports so you can filter by task type, and more.
Enjoy!