Add "Tasks" to the Contact page
Currently there is a tab on the "Job page" for "Job Tasks"
On a contact page only the following tabs exist: Activity, Jobs,, Financials.
Can we please get a tab for "Tasks" on the contact page?
Rick Schreiner
shared this idea
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Glenn Christensen
commented
I see that this suggestion is from June of 2024. I have always had the "task" tab on Contacts AND jobs. It is only today that we lost the task tab on Contacts and I don't like it. I don't understand why it was eliminated. There are always instances where you want to be able to create a task, such as a follow-up for more business, off the Contact and not a specific job. While you can still create the task by using the "create" button at the top and then relating it to a contact, it isn't as user friendly since you are selecting a name that may or may not be the correct one because you aren't seeing all of the contact information. You also can't go to the contact and see any upcoming or completed tasks without a task tab.
I like most of the improvements that JN makes but feel this one is a miss.