Edit Client From Task Screen

Added the option to edit a client from the Task Screen 

DATE ADDED: 12/03/2018

  • Added the ability to edit a client from the Tasks screen. When a task has a client attached to it, you can edit the client's profile using the "person green plus sign" icon. This option is helpful when the task pertains to updating a client's info in Envision Cloud. 
    • Tasks > Edit column 


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