When assigning a task to an employee, i.e. meeting with rep of company X, why is my employee unable to directly link to information in 'Customers' about company X from 'my tasks'? Even though the customer info on Company x has been entered previously, if the task is a meeting on monday, the info for the company wont automatically show up. How do I make it so I don't have to re-input the customer info every time I assign a task?
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|Asked: 11/29/13, 5:32 AM|
|Seen: 468 times|
|Last updated: 3/16/15, 8:10 AM|