Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity
Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.
16
votes
Rhonda Page
shared this idea
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Julia Wood commented
This is critical to ongoing stewardship. Not all tasks (reminders) need to be connected to an opportunity, because that just junks up our opportunities, which is how we track prospect development.
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Sandra Reid commented
I would like to be able to copy complete mailing address and contact information at once