Is there a way to make a Today perspective that shows the tasks for today but also the (editable) project it belongs to?
I keep a project per Customer. The project note has address data for the customer as well as a link to an NVALT note in which I keep the contacthistory.
I then add tasks to this customer. I can get the tasks to show up in the perspective but without the project they belong to. That defeats the purpose that I have with this this set up: Make the call or send the email and update the contact history in the linked NVALT textfile.
Any advise? I have only about 20 contacts set up this way as I am moving away from my CRM system by the end of the year.
Another set up to try is also fine.
Jos
I keep a project per Customer. The project note has address data for the customer as well as a link to an NVALT note in which I keep the contacthistory.
I then add tasks to this customer. I can get the tasks to show up in the perspective but without the project they belong to. That defeats the purpose that I have with this this set up: Make the call or send the email and update the contact history in the linked NVALT textfile.
Any advise? I have only about 20 contacts set up this way as I am moving away from my CRM system by the end of the year.
Another set up to try is also fine.
Jos
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