Open client profile from task
When working on a task where a client is linked, I would like to be able to click that client’s name to open their profile/contact information. This would reduce a lot of tab switching to go find the client’s profile, then contact info, to be able to make the outreach necessary for the task.
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Comments1
Kristin Dougherty
Jun 26
this request is not marked complete, but this feature appears to now be possible. thanks!