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Tasks - Logic Updated for Site-Level Tasks (14216)
Tasks - Logic Updated for Site-Level Tasks (14216)
Previously, an issue with the Contact field prevented users from assigning and closing tasks created by incoming text messages. This has been fixed and the following logic was updated for the Contact field:
Contact is no longer a required field.
Account-level contacts will populate along with a site’s contacts.
Pathway: Accounts > Search > Select Account > View Account Calendar > Select Task
, multiple selections available,
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