If in the process of completing a Task you have multiple conversations or interactions with a member, it may be valuable to record these meetings as Contacts on a particular Task. By doing this, a Task can be a single effort that encompasses several attempts at outreach and coordination between you and a Member (or any Profile).
Follow these steps to create a Contact Record that is tied to a Task:
- Open the Task on which you want to create a Contact. The Tasks Main window will open.
- Click the Contacts tab on the Task
- Right-click in the Data Grid and select New Task Contact. The Contacts Insert window will open
- Fill out the Contact appropriately.
- Click Save. The Tasks Main window will return.
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This feature is included or available for purchase with the following MC Trade packages.
