Same task for multiple clients

Hi FullCompliance,

Thank you for your question. At this time, Customer Manager supports creating a single task for a single customer/client - but your suggestion is a great one!  It sounds like you'd like to be able to create a task and then assign to multiple contacts.

Our customers give great feedback and suggestions - and our team is working hard to incorporate your feature requests and sync requests. We keep the Features page of our website up to date with "Coming Soon" features - as well as the Customer Manager Blog.

Please check back for more information about your feature request.

Thanks,

Sadie

Customer Manager Team