Task: Difference between revisions
From MobileX for SageCRM
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To create a task against the entity viewed, select the | To create a task against the entity viewed, select the plus button and then select Task. | ||
[[File:TaskNew.png]] | [[File:TaskNew.png]] | ||
After that input the pertinent details, | |||
[[File:Task1.png]] | [[File:Task1.png]] | ||
Revision as of 14:46, 16 March 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
