Account actions from a task

Account actions from a task

Callproof Mobile App Account action page

What are Account actions from a task?

From a task, you can open the related account to call, set an appointment, submit event forms, add notes, and use other account options.

How to navigate

Tasks → tap the task / account → account details / actions

Using Account actions from a task

1. Open Tasks.
2. Tap the account linked to a task.
3. Use account actions such as Call, Message, Appointment, Event Forms, Notes, Opportunities, People, and more (as available).
4. Return to Tasks when finished.

Features include

• Open related account – Jump from follow-up to account context.
• Call / message – Contact the account (Twilio or native when enabled).
• Appointment – Check in / schedule visits.
• Event forms – Submit field forms.
• Notes and history – Review or add notes.
• Other account tools – Labels, images, directions, opportunities, people when available.