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Changelog

Contacts: Connect Existing Tasks to Customers and Companies

You can now connect existing tasks to a customer or company from the contact's task section, instead...

You can now connect existing tasks to a customer or company from the contact's task section, instead of only creating new ones.

A search workflow finds candidate tasks, and you can also create a triage item. Task and triage rows now show status, assignee, creator, and due date.

Connections appear in the side panel, and the contact's task list updates right away.

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