Task: Difference between revisions
From MobileX for SageCRM
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[[File:TaskList1b.png]] | [[File:TaskList1b.png]] | ||
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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. | |||
Revision as of 17:19, 10 May 2018
To create a task against the entity viewed, select the plus icon
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
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.
