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Make plans work under transactions

When creating a task for a plan underneath transactions, it is not linking the transaction with that task so when we receive the reminder to do the task we have no idea which transaction or contact that is for. This completely eliminates the purpose of the transaction plans all together.

  • Guest
  • Sep 16 2020
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  • Guest commented
    November 02, 2023 18:24

    How is this issue over 4 years old and still not resolved? What good it a task if we do not have a client to relate to? Most of us have more than on transaction at a time and the current process is useless for task tracking. Another V1 capability lost in V2

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