You should be able to raise tasks and link them to two clients, similarly to how a case works. This means the tasks will show on both client records but they are link.
Currently we have to add tasks to both clients separately and manage them that way.
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Accepting Feedback
Feature Request
8 months ago

Beth Igglesden
Get notified by email when there are changes.
Accepting Feedback
Feature Request
8 months ago

Beth Igglesden
Get notified by email when there are changes.