Can client names be clearly assigned to tasks in the notifications?

it would be helfpul to view a client name clearly to any tasks. Where many tasks are applied, you have to click in to each one, where an adviser may have a priority task for a specific client, you can’t pick this out quickly from the list.

Area of the system
Workflows / Tasks

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

8 months ago

Author

Chantelle Bennett

Subscribe to post

Get notified by email when there are changes.