Task: Difference between revisions

From MobileX for SageCRM
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No edit summary
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After that input the pertinent details,
After that input the pertinent details,


[[File:Task1a.png]]
[[File:Task1b.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:TaskList1a.png]]
[[File:TaskList1b.png]]

Revision as of 14:25, 8 November 2017

To create a task against the entity viewed, select the click on 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