Create To-Do (Task) from Contacts List

Copper Contributor

The feature I would like to be able To-Do is:  Click on a Contact and have is added to my Tasks or My Day.  I contact multiple users/clients per day and would like the Outlook Contact name and phone number to show up in TO-DO.   I vision this process as when you flag an e-mail an it shows up in To-Do. 

 

Having the users # in To-Do would speed up calling the user/client.

 

Any questions please let me know.

 

Don

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