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?
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 11/29/13, 5:32 AM|
|Seen: 449 times|
|Last updated: 3/16/15, 8:10 AM|