All - I think I’ve found what is going on with this issue, and it’s either a bug or an area where I could benefit from detailed documentation. I’ve managed to replicate the issue:
When you are logging a call, email, etc with a contact, and there is an open Task, then the system prompts you with the button “Log call and complete task”. However, as shown in this screenshot the system shows a banner of an open/pending Tasks, even if that task is not related to the contact record I have open. In this screenshot, I am logging a call with Michele Brown while a banner is displayed with a Task for Karen Van Ness.
When I click on “Log call and complete task” it links my call log to Michele Brown however it marks complete the Task for Karen Van Ness, which is not what I want and is completely unrelated.
This is literally what I have been experiencing and is not consistent with my understanding of this platform. A call log or note linked to one contact should not trigger action on another contact.
With that in mind, I wonder if y’all can help me with these questions:
- Can I disable the Task banner at the top of the screen? Not just click “x” to close it but disable it.
- Can I manage the Task banner display so that it only shows open Tasks for the contact I am actually viewing?
- Can I manage it so that Tasks are not marked as complete unless they are associated with the contact I am currently viewing?
- Isn’t this effectively an Automation? Is it a default setting? I haven’t gotten into running Automations yet.
I am on the free plan but will move to the paid plan once I get this figured out. As a UX consideration, I feel that this issue should be either better documented, easier to control (even on the paid plan), be eliminated, or made explicit as an Automation.
Thanks everyone!