Task: Difference between revisions
From MobileX for SageCRM
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To create a task against the entity viewed, select | To create a task against the entity viewed, select the plus icon | ||
[[File:funcDropdownIcon.png]] | [[File:funcDropdownIcon.png]] | ||
Revision as of 14:26, 8 November 2017
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
