Task: Difference between revisions

Latest revision as of 23:17, 31 August 2020

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.

@@ Line 1: / Line 1: @@
-To create a task against the entity viewed, select the task button and input the pertinent details, using the calendar
+To create a task/appointmentent against the entity viewed, select the plus icon
-[[File:task.png]]
+[[File:funcDropdownIcon.png]]
-The task created here is saved as a communication
+and then select Task/Appointment.
-[[File:calendar.png]]
+[[File:add_task.jpg]]
-and as a task
+After that input the pertinent details,
-[[File:task_list.png]]
+[[File: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
+[[File:List_of_tasks.jpg]]
+[[File: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.