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Accessing the Customer Modal from Tasks

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Bytimothy A
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Overview: 

Accessing the Customer Modal from Tasks lets you quickly view detailed information about a customer directly from a task. This helps you reference customer data, track interactions, and make informed decisions without leaving the task view.

Follow these steps to access the Customer Modal from tasks:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.
Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.

Step 3: Select a task from any status section, then click directly on the customer’s name.

Step 3: Select a task from any status section, then click directly on the customer’s name.
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Step 4: The customer modal will appear, showing the selected customer’s details.

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