Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.
Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.
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Carrie Jeske commented
I needs to be easier to record the fact that I left a VM for someone. A 1 click item. I don't need other details, unless I choose to add them.