Template Fields for Tasks (plus, Calendar Invites for Subs)
It would be SO beneficial if I could include templated fields to tasks such as Work Order numbers, Job Numbers, the Job Description, etc. to a task instead of having to manually input this information.
This is a feature that would be most valuable in conjunction with being able to include Subs in Calendar Invites, so long as I could tailor their access to information. Right now, if a task is related to a Job or Contact, then the calendar invite is going to include the customer’s contact information. This is great for the use of internal employees. However, if I wanted to share this calendar invite with my Sub, then I would have to duplicate the invite, erase the contact information I don’t want the Sub to see, and then add them to the calendar invite.
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Penina commented
Yes! This would help us so much!