Tasks: Related to information inadequate
I understand that tasks are directly linked to each "account" or "contact" or "opportunity/job" "or "prospect". However, there is a serious shortcoming with what ZoHo allows you to see.
Task view tab:
When a task is created for an opportunity/job, ZoHo only lists the direct "related to" fields. In the case of a job task, only the job name is able to indicated. This "related to" field should also include the underlying account because otherwise there is no reference to what you are looking at.
Is there a way to have the account name show in task view, either automatically in the "related to" or "subject" columns?
For example (task views) this information is completely generic and results in more time spent modifying automatically generated workflow tasks since the account name doesn't show up to give any indicator on what you are looking at:
Related To Subject Activity Type Due Date
JOB NAME 1 Revise Quote Tasks 06/18/2010
JOB NAME 2 Needs Analysis Tasks 06/21/2010
JOB NAME 3 Revise Quote Tasks 07/02/2010
Account Details:
When looking at specific accounts in their details, there is a small window with listed open tasks & events. Since you already know what account is being referenced, not being able to see what job they are linked to can be frustrating for many users.
Is there a way to have the job name show in open tasks while in account details?
(this is one account's related tasks for jobs):
Subject Activity Type Status Due Date
Submittals Tasks Not Started 09/30/2010
Revise Quote Tasks Not Started 08/19/2010
Revise Quote Tasks Not Started 07/18/2010
Revise Quote Tasks Not Started 07/18/2010
Revise Quote Tasks Not Started 07/02/2010
Job Awarded Tasks In Progress 05/31/2010
Revise Quote Tasks Not Started 06/18/2010
Revise Quote Tasks Not Started 05/21/2010
Job Awarded Tasks In Progress 05/31/2010
Currently, related to settings do not support this, so i hope there is an alternative.
thanks