Task

From MobileX for SageCRM
The printable version is no longer supported and may have rendering errors. Please update your browser bookmarks and please use the default browser print function instead.

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

and then select Task/Appointment.

After that input the pertinent details,

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



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.