Topics started by AccountedForYou

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AccountedForYou
Beginner
AccountedForYouBeginner
asked in Ask a Peer

Sending task to client - email search

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.

2
AccountedForYou
Beginner
2 years ago

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