Task

From MobileX for Sage CRM Help

To create a task/appointmentent against the entity viewed, select the plus icon

FuncDropdownIcon.png

and then select Task/Appointment.

Add task.jpg

After that input the pertinent details,

Create save task.jpg

Use the calendar picker to choose the appropriate date and tap the tick on the top right to save

The entry is saved as a communication and as a task

List of tasks.jpg

Task saved in comms.jpg



To update the content in the list items edit the

 CommunicationOfficeIntSmall

screen in CRM.

Some fields like subject and Company/Person/Case/Oppo are hard coded to appear.