Buyer/Seller info on Tasks

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Julie Colin

Requester

I use tasks extensively; I have a 2-year follow-up call program tied to each purchase.  It would be extremely helpful if my client's name was on the task reminder emails.  I do enough business that I don't always remember who purchased which home.  

At this time, I have to log in, go to archive & search who the client is.  

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