Link from (say) Tasks to full Account Details

[paulNZ]

Is there a way to be able to open the 'full' Accounts window file from a link when reviewing Tasks within the Tasks window?

e.g. Say you have a task that requires you to make a follow up call and you are reviewing your tasks from within the Tasks window there does not seem to be the ability to quickly 'jump across' to the Account window of the Account the task relates to so that you may have all the info relating to that Account (and therefore task) at your finger tips.

[wtbservices]

Re: Link from (say) Tasks to full Account Details

If you have a ticket open you can switch to the general tab and right click on the account name and it will give you the option of going to the account. In the task list you can right click on a task and it will give you the option to show the linked account.

It would be handy to have a hot key that works in all modules to jump you over to the linked account.

[Support Team]

Re: Link from (say) Tasks to full Account Details

Hi,

Thank you for posting these thoughts.
You've proposed a very interesting request here, regarding the hotkey.
I've brought it to the attention of the development team, and we'll see how viable it is as a feature in the future.
Keep the ideas coming.

Reno Breen