InsuredMine CRM | Optimize and Grow Your Insurance Agency

Logs in Task

This enhancement is done for easy reference. Whenever you edit any task, all the edits will be logged under the activity section in the edit task page.

 

To view the enhancement:

  • Navigate to Contact 360 of a contact

  • Click on Task section

  • Click to add task

 

 

  • Once the task is added, mark it as done.

 

 

  • Once marked done, click on 3 icon tab and click on edit.

 

 

  • Make edits as required.

  • Once the edits are done, you will find all the changes made are mentioned in the activity log below.

 

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