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daust
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Member since ‎Jun 1, 2020
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daust on January 04, 2021
Hi, In Reports, it would be great to include the ability to link directly to Tasks. We've setup a Dashboard with various sections e.g. My Tickets, My Tasks, My Contacts, Deals at a certain critical stage, for salespeople to monitor on a daily basis. read more
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Participant | Diamond Partner
June 27, 2022
@daust @CSic You can get around this by adding contact ID and/or company ID in the custom report. Tasks are recorded on objects themselves and do...read more
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