Hi all,
This is an extremely important feature as well as tasks. I get around this by e-mailing the tasks to my Outlook and I have an Outlook rule that copies the tasks to my task folder, which kinds of work, but not as well as I would like. Can I create a notification e-mail for meetings that I could use with Outlook rules as well?
I have a few suggestions and this may be the incorrect place to post them. If so, my apologies. Further apologies if the functionality I mention below already exists.
1. Task List
Task list – We need a task list that can be marked as completed, etc.
2. Contact by customer
We also need a column on contact list to show which customer that contact belongs to and the ability to sort and group on the company.
3. Once in contact view, I would need to go to the company from that view.
