Tasks Table for Business App
A
Anna Qualls
It would be nice to have a centralized tasks dashboard in Business App. We want our clients to be able to easily navigate the tasks they log for contacts and companies in one central location. Currently they have to enter into each individual record to find those tasks. If a client has hundreds of company records in their CRM, it makes it very difficult to easily manage their logged tasks.
I've tried creating a custom tasks object in the CRM for clients, but it's a bit clunky and the mandatory fields overwhelm my clients. If there would be a way to create a better display that populates based on the tasks created from the company and client records that would be great.
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