Web Guide

Client Information Sharing

You can add a client's contact card in the comment area and get all the necessary information of the client from task details anytime. It is easy to share and exchange the client information at once with the client custom field add-on.
You can go to setting parameter from Organisation Management and click on General Setting , where you select the team to whom you want to share client Information.
You may easily inspect all the information pertaining to a certain client after granting rights while creating a task and adding a client to it.
From the "Information" button you can get all the details of clients.
These details can be copied and share anywhere at "Text Area". so that it would be simpler to obtain client information from the Task itself.
And also client details can be share through Client Contact Card in Comment section. And also multiple client information can also be share through contact card.