QUESTION
If I include 2 people on a task, and one deletes it from their tasks, does it remain an active task in other person's?
Also, If entering a contact and assigning it to a specific person-do they see in their dashboard-or does it have to be a "job" first?
Thanks
First off, Tasks: If a task has 2 Owners and one of the Owners deletes or completes the task, it is deleted or completed completely for both Owners.
If you’d like to have a task remain, you could either create two different tasks and assign one to each Owner, or you could just remove one of the Owners from the task (if applicable) which would keep the original task with the remaining Owner(s) assigned and the task would disappear from the task list of the other Owner(s) that were removed.
Second, Contacts: By assigning a contact to a user, they will be able to see it on their Contacts list and on their Dashboard, both in the default Contacts grid and in any Custom Report with the right filters for the criteria. No need to create and assign a job first.
Hope this helps! If I can help out any more, please let me know!
-Brad