If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
create new task from client home window

John_Damous
Transforming problems into 3D solutionsPosts: 107 ✭✭✭✭
in Tasks
please add a link to create a new task from the client's home window.
see link
https://prnt.sc/t2eirm
please add the screenshot form this link, thanks https://prnt.sc/t2eirm
see link
https://prnt.sc/t2eirm
please add the screenshot form this link, thanks https://prnt.sc/t2eirm
Tagged:
Comments
Categories
- 52 GENERAL DISCUSSION
- 20 SOFTWARE RELEASES/UPDATES
- 354 IDEATION
- 48 Billing
- 6 Calendar
- 26 Client Requests
- 42 Communications
- Contacts
- 12 Engagements
- 33 Files
- 7 Forms & Letters
- 33 General
- 8 Mobile
- 1 Notices
- 26 Organizers & Surveys
- 19 Portal
- 66 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 43 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 25 TAX PREPARATION
- 49 TAX RESOLUTION