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Currently, when creating an Activity Task on the Job Record, the system does not show the associated "Account Name". For example, in dashboards/views for Activity Tasks on job records, the "Account Name (Regarding)" field does not populate with a value.
To improve visibility on Activity Tasks, the "Account Name (Regarding)" field should populate with the associated client for activity tasks created on the Job Record. This will improve efficiency in communications between teams and minimize the additional clicks required to locate the Account name.
STATUS DETAILS
New