New user here...so a couple of quick questions:
1. On the home view I have it set to show Contacts, Leads and then the Tasks section takes up the entire bottom half of screen. I see a list of the tasks but not which Contact or Lead they are associated with, and since many of our tasks are repetitious it looks confusing to see the same thing listed over and over. Is there a way to show the Contact or Lead name as one of the headings? (right now those headings are Task, Activity Type, Start, Due Date and Status)
2. With each of our clients we correspond with many other Accounts. For instance with Client A we will be emailing about their situation with an accountant. The next day we will be emailing about Client B with that same Accountant, next day emailing about Client C with the same accountant. How do we track the strings of emails that are going to that accountant that are specific to Clients A, B and C?