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Maintain current contact in follow up tasks

When I select "Complete and Create Another" task from a contact record, the new task should populate with the contact from the previous task.

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AdminSergey Shvets (Director of Product, Nimble) shared this idea  ·   ·  Report…  ·  Admin →
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  • John Mahoney commented  ·   ·  Report

    85-90% of the time I am working with a client/prospect when I complete a task I will add a follow-up of some kind for that client. To not have the same client/prospect as the default is a waste of time and not a good workflow (for me).

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