Link Task to Contact
When I have a task open (let's say I open up my task from my email to make a call back) I would like to be able to click on an active link that would send me straight to that contact with his/her information.
That way I can actually make the call without doing a search.
In other words, I would like the person's name at the top to be an active link to his contact profile. That way I can complete the task, set a new one, take notes, etc because I'm on the contact.
Hi Micah,
To link tasks and contacts, when creating or editing the task, just type the name of the contact into the “Related Contact” field in the popup dialogue.
Alternatively, if you create a task from the action menu on a contact details page, that contact is automatically added as a Related Contact.
Then, when you go to the Task details page from the email, the dashboard, or any other area, you’ll see that contact in the green bubble as a Related Contact and you can click on their name to go directly to the contact.
We have plans to add more options to emails for you to navigate directly to a contact record from the email notifications, and that will be coming as soon as possible.
Let me know if this helps, or give me a call!
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Brad Hodson
JobNimbus Support
425-777-0500