LionDesk V2 CRM Ideas Portal

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit LD-I-848 Tasks from Transaction Plans Assigned to Contact.

Property Plan Task in V2 - Edit and View Tasks in Contact Record Merged

The property management and property plan task in V1 is more organized compared to the Transaction Plan Actions in V2.

Please see the attached files for the information on the suggestions.

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  • Jan 24 2022
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