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Be able to assign tasks to company group admins

There are certain tasks that are required to be completed by the client. For example, we have some clients that have a 2-stage approval and would set a task for the 2nd stage of approval for the 2nd contact. Additionally, if we need a client to co...
Jacob Hardwick 6 months ago in Notes and Tasks 0

Notes completion function

Would like to be able to mark a task as completed and then see it move down to the bottom of the list. It is inefficient to have all tasks visible at all times and not always possible to work through them in order. There can be many messages to wo...
Jennifer West over 1 year ago in Notes and Tasks 0

Notes field

Being able to answer notes and linking the original
Pat Tysoe 6 months ago in Notes and Tasks 0