If we’re doing both Task Manager and Account Recs (RCM) at the same customer, can a Task in Task Manager have an action type that will take you to an Account Rec, or are they living independently of each other?
A
Anonymous
Aug 11, 2021 3:31 PM UTC
If we’re doing both Task Manager and Account Recs (RCM) at the same customer, can a Task in Task Manager have an action type that will take you to an Account Rec, or are they living independently of each other?