Linking Completed Action Items to Others as Follow Up

We use the Action Item tool as a running To-Do list and like to show that emails/phonecalls/etc are often times in followup to a letter or request. I would love to be able to link 2 completed actions to one another (much like how Solicitors are linked to Actions) so that when you open the Notes Section it is a running tab from the original action to the most recent/ongoing follow up efforts. 

  • Guest
  • May 6 2019
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