New Mobile Task Manager UI Lost Critical CRM Navigation
M
Marko Ivkovic
The new Mobile Task Manager UI looks much better. Great work on the redesign.
However, a critical CRM function appears to be missing: from a task, it is no longer possible to directly open the related Contact or Opportunity.
Tasks are not standalone items—they are connected to customers and deals. Without these links, users must leave the task and manually search for the contact or opportunity, adding unnecessary friction to daily workflows.
This is not a new feature request. It is a core CRM navigation capability that previously existed and should be restored.
Suggested fix:
* Add direct Contact link from Task
* Add direct Opportunity link from Task
This would significantly improve usability for mobile users managing sales and customer relationships on the go.
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K
Kwadwo Firempong-Boakye
My team just told me about how this update has left them handicapped. Initially they could simply open a task and see the notes assigned to that contact and be able to take action. Now the task doesn't allow them to view the contact its applicable to which makes it almost redundant. We should not be prioritising UI over function. That's what creates bad UX