What is this feature needed for?
For those field employees who find it important to track the history of customer relationships through the results of past visits, we have made this possible in the Mobile App. Previously, this feature was only available in the Web App.
Warning! This feature only works if you have access to the Internet.
How does this feature work?
Find the required task. This can be done in one of the following ways.
In the Plan section, go to the All Tasks tab, select the desired dates, status, performer and other required parameters through the use of filters. Find and click on the card of the desired task to view the results.
In the CRM section, find the Client, Location, Property or Contact to which the task is assigned. Go to the Activities tab, and select the desired task to view the results.