How do I view the client's name on the task page layout?

Issue: The task page layout shows a link to an intake or a matter, but does not show the name of the client. It is quite difficult to look at the task and understand which client it is referring to.

Solution: Although this information is not on the page layout directly, by hovering your cursor over the intake or matter link, you can see a compact view of the client's information. Edit the compact layout to determine what fields you can view.



Was this article helpful?
0 out of 0 found this helpful