To be able to add a task for a client from their own dashboard
Comments
M
Moderator
May 30, 2019
Hi Steve - this one has always been in there. On client screen click on the client options icon (towards top right) - you'll see a create task button which pre populates a task linked to this client. Please do comment if this does not do what you need.
Hi Steve - this one has always been in there. On client screen click on the client options icon (towards top right) - you'll see a create task button which pre populates a task linked to this client. Please do comment if this does not do what you need.