Hello,
In your phone app, unlike desktop, once I add a task, it shows up in the tasks section without any reference to the client record. In other words, I can see the task but I don't know who it is for.
It is not customizable, unlike client record where you can add fields as you wish.
Very important. It's just a matter of adding a field, so please fix it. Thank you.
We'll take a look! In the meantime, most users put the data they need about the task right in the task itself using merge fields, so you would always know who it's about.
Example:
Please call [First Name] [Last Name] at [Phone] and tell them to pay the billz!
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