Search tasks by preferred contact method
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Mark Yarger
When working on the workplan, sometimes you get into a flow state, and it would be so great to be able to see which customers prefer text, email, or phone right from the workplan, so you don't have to bounce back and forth.
Shelby Parker
Thanks for sharing this, Mark Yarger — totally hear you on how disruptive it is to break flow in the workplan just to check whether someone prefers text, email, or phone. I’m looping this into our review so the team can assess the best way to surface preferred contact method directly in the workplan, and I’ll follow up if we need any extra details from your workflow.
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Mark Yarger
Shelby Parker thank you!