Task: Difference between revisions
From MobileX for SageCRM
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To create a task against the entity viewed, select the plus | To create a task against the entity viewed, select the click on the plus icon | ||
[[File:funcDropdownIcon.png]] | |||
and then select Task. | |||
[[File:TaskNew1.png]] | [[File:TaskNew1.png]] | ||
Revision as of 16:21, 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
