There should be an option to add a custom (or even default) field to tasks in order to customize the display. It would streamline the processes teams use when working with tasks.
Could you add the phone number and 'About Info' to the 'Task Details Side bar'?
I create a task/queue/call list but it is ineffiencent for me click on the company to get the phone number to call. Rather than just opening the Task side bar: seeing the number, city or other info I need; dialing the number and easily take notes and create a follow up. Then the close the side bar and I am still on my task list.
Right now open the company in a seperate window, to take notes/follow up. Then click back to the task and mark the task complete (Rinse & Repeat).
Hope this makes sense.
I was about to open a thread on that subject, perfect, also, if we can insert phone and email at Edit Columns screen at tasks would be great.This is so important that me and more 8 business owners still not migrated to a paid plan since we found HubSpot way better than other CRM solutions, but they have this feature.
To be able to export the associated record on a task export.To be able to add properties within tasks.
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