Where to add a task list - that is the question…
I have seen it written that Solve360 is encouraged as a contact rather than company centric CRM. Whilst I undertstand that, when adding tasks who are you performing them for the contact or the contact’s company? I guess both, although bottom line is that many tasks would primarily be for the company with the contact as the person you speak to/email about it.
I added a task list and some tasks to a contact today, then thought I really wanted them attached to the company. I thought that’s ok I will move them but as far as I could see there wasn’t a way to do that.
Would it be possible to have that option? Would others find it useful?
Maybe a better solution though would be to be able to see tasks when viewing a company as you can do currently with emails.
But having said all of the above I may have missed something so please correct/redirect me if I have.
Thanks in advance,
Peter
