When associating records from a Contact, Company, Deal, or Ticket, you can hover over a record’s Name to see selected information about that record to confirm it’s the intended record.
In Tasks and some other modules, the hover-over is not available, and the options are not otherwise clickable. This presents a huge problem when you have multiple identically-named options.
It would make sense for most industries/companies that you should not have identically-named Company records, but in our industry, it’s incredibly common.
For example, all of the “Montgomery County Sheriff’s Office” Companies are different agencies in different cities with different website domains.
Due to our industry, we cannot store those names differently than they are provided to us on official documentation, resulting in an inability to accurately associate a Task without trial and error. Thus, the best option is to create Tasks directly from the Company record.
So the ask here is to use the same type of association process found on the other record types across the board or add the hover-over cards where they do not currently exist.
