Create Tasks from Call History
complete
r
randalin@textinchurch.com
Enable users to create tasks based on call history to follow up on missed or important calls.
An action menu should be available next to each call entry; then a task creation form should pop up, filled with details from the call record, such as the caller's name and contact information.
The task should now appear in the task management section and be linked to the original call record for easy reference.
r
randalin@textinchurch.com
marked this post as
complete
r
randalin@textinchurch.com
marked this post as
in progress