Task: Difference between revisions
From MobileX for SageCRM
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Crmtogether (talk | contribs) No edit summary |
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To create a task against the entity viewed, select the plus button and then select Task. | To create a task against the entity viewed, select the plus button and then select Task. | ||
[[File: | [[File:TaskNew1.png]] | ||
After that input the pertinent details, | After that input the pertinent details, | ||
[[File: | [[File:Task1a.png]] | ||
Use the calendar picker to choose the appropriate date | Use the calendar picker to choose the appropriate date | ||
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The entry is saved as a communication and as a task | The entry is saved as a communication and as a task | ||
[[File: | [[File:TaskList1a.png]] | ||
Revision as of 14:49, 12 October 2017
To create a task against the entity viewed, select the plus button and then select Task.
After that input the pertinent details,
Use the calendar picker to choose the appropriate date
The entry is saved as a communication and as a task
