Hey Karbon team & community
When sending client tasks out, you used to be able to search by the organisation name and it would bring up all the emails from contacts associated. It no longer does this.
So now my staff have to look up, who is the contact for that organisation, go back and send the task.
Is there a better way to do this or is that being brought back to the search function in a future release.
Thanks very much.
+19
Hi Accounted for You!
This is a great question and we had trouble with this from the beginning. What we do now is put a task with the email address of the person who gets the client tasks. Here’s a screenshot to show what I mean:
Is that helpful at all?
Thanks Max, that’s def a helpful tip until it returns to the search area. Much appreciated!
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