Calendar Tasks Linked to Customers, Jobs & Estimates
Now when creating a task, a new section has been added that will allow users to associate the task with existing customers, estimates or jobs.
The search bar in this "Related To" section will function much like the Global Search. Start typing a customer name, job number, or estimate number and it will populate matches based on your query.
Tasks can be related to multiple customers, multiple estimates, multiple jobs, or any combination thereof.
Saved tasks are visible on the calendar, and items added to the task can be removed using the grey X to the right of that item.
Clicking the related customer, estimate, or job, will take the user to the relevant page within the Service Fusion website. 