What's new

When you create a task from a client-specific page, the Client field is automatically filled with the client you’re already viewing. This removes the extra step of re-selecting the same client in the Create Task window.

If you open Create Task from a group view (where no single client is selected), the Client selector is visually highlighted to prompt you to choose the right client before saving the task.

Where to find it

1. Open any client/entity page (CRM, Meeting Notes, Portfolio Shift, etc.)
2. Select Create Task
3. In the Create Task modal, confirm the Client field is pre-filled (or select a client if prompted)