Task List

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

When looking at the task list how can you tell what client the task or
appointment is related to?
 
Link the task back to the account or business contact it belongs to.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Back
Top