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Darryl Bates-Brownsword

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dbb on March 26, 2022
If I create an item (note, task, etc) for a contact, I have the option to create a follow up task at the time of creation. Sometimes, i choose not to create a follow up item at the time of creation. life happens, circumstances chance and I now f read more
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ReneeWoolcott on November 17, 2020
We like that you can create a task when you are creating a note, however it would be great to be able to add tasks to notes that have already been created.
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March 25, 2022
I don't understand why this is already available. there needs to be an option to add a follow up task to any existing item - notes, tasks, emails, more
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