Task: Difference between revisions
From MobileX for SageCRM
Crmtogether (talk | contribs) No edit summary |
Crmtogether (talk | contribs) No edit summary |
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To create a task against the entity viewed, select the task button and input the pertinent details, | To create a task against the entity viewed, select the task button and input the pertinent details, | ||
[[File: | [[File:Task1.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:TaskList.png]] | ||
Revision as of 14:32, 16 March 2017
To create a task against the entity viewed, select the task button and input the pertinent details,
Use the calendar picker to choose the appropriate date
The entry is saved as a communication and as a task
