How do I look up the Tasks history for a contact? : Formitize Help Desk

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Modified on: Wed, 2 Oct, 2024 at 12:40 PM

To look up the task history for a specific contact, in the Web Portal go to CRM > Contacts > select the edit arrow for the contact > Tasks.

Here, you can view Tasks connected to the Contact, and sort through them from Open, Overdue, Complete, or All. You can create a new task by selecting the New Task button in the top right. And complete a task easily by selecting the tick beside the task.

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How do I look up the Tasks history for a contact? Print

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