Client Record - Tasks

Tasks and the Task List are available in the Preferred edition of the Envision Cloud program. You can upgrade your account on the Account Subscription page.

Tasks that have been created in the Task List and associated with this client will show on this tab.

ClientEditTasksTab.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.