Product Suggestions
The use of the word 'Recall' for actions or tasks is no longer appropriate for a CRM of this nature as it's not intuitive and doesn't clearly identify itself to the user. Renaming them to 'Tasks' which would appear in the Task List is more user friendly.
Thank you for your feedback, I agree the term is no longer appropriate based on it's current usage. We are currently reviewing the recall/task functionality in order to overhaul the area with the ultimate aim of allowing multiple tasks against a single record.
In our current plans, the concept of "Recall" will define who is "Ultimately Responsive" for the completion of the lead/problem, and the additional tasks will define the action(s) being done on the record. You will be able to assign each task to specific users.
