Show Tasks in Contact/Job Activity Log
When creating a task and attaching a Customer(Contact), It should show in that Customer's(Contact's) Activity Log when clicking on the customer. Currently we create tasks and they only update in the Task section and Calendar. We use the Contact Activity Log for all updates regarding that Contact. I would love to be able to click on a Contact, and see everything that pertains to that Customer, including whether a task has been created and assigned to them.
4
votes
Anonymous
shared this idea
Not enough community interest.
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Amber H.
commented
I respectfully disagree with your decision to decline. This is needed and important in facilitating efficiency in record keeping and tracking activity within the system for contacts and jobs.