New feature: Task improvements

The task feature you know and love just got better.
Updated on:

It's time for yet another product update! We just released some improvements to our task feature that many of our customers have been asking for. Here's what's new:

Create tasks on mobile
From our mobile site, you can now create tasks using the "More Options" menu. You can also view upcoming tasks from a contact's profile or the daily agenda, and you can just click on the task name to edit existing tasks.

Link contacts to tasks on the fly
Until now, if you wanted to link a task to a contact, you had to add the task directly from the contact's profile, and you could never change which contact a task was linked to. Now, when you create a new task (or edit an existing one) you'll see a "Link this task to a contact" option. If a task is already linked to a contact, you'll see a "remove link" option so that you can attach it to a different contact instead.

We hope you like these changes! As always, if you have any feedback, we'd love to hear it.

Sign up to receive updates in your inbox

We'll send you about two emails per month with tips on how to optimize your LACRM account, and grow your small business. Be the first to hear about product updates, and beta testing opportunities!