All suggestions

Include the customer ID on the tasks page

3 votes

Our team primarily works off of the customer ID in our other systems (accounting system, Salesforce), so it would be helpful if the customer ID appeared on any page that shows the customer name. I know that you can navigate to the individual account page by clicking on the name, but it would be much quicker for reporting and look ups if the ID was already on the page, especially the "Activities" page

Done Suggested by: Kyle • Upvoted: 03 Mar, '21 • Comments: 1

Comments: 1