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Access tasks from the Contact Profile page

Access tasks from the Contact Profile page

Owned by Matt Kepple

Once this feature is fully released you will be able to access tasks relating to a specific contact from their Contact Profile Page.

Steps

This feature is in beta and undergoing testing.

You can access tasks relating to a contact by using the Task Filters on the Manage Tasks page.

  1. Go to the Contact Profile page of the contact whose tasks you want to see

  2. A box appears on the right called Tasks

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