<< Return To Help Center

Expand Completed Tasks
On Contact Record

Category: CRM

As you log completed tasks (such as calls, meetings etc) with contacts, it's helpful to keep detailed notes so they are easy to refer back to.

There are two ways to open these expanded details:

Expand details 1

The first way is with "View / Edit" which will open the edit modal for your completed task, revealing the complete notes for the task:

Expand details 2

The second way to view the complete notes is with "Show Full Details":

Expand details 3

An advantage to "Show Full Details" is that you can continue to interact with your contact record while referencing the notes.

Lets Grow Your Business Together