Tasks
A fully functioning CRM.
Summary
Use this screen to add, view and manage Tasks. It contains a summary of all Tasks, and may be us...
Managing Tasks
Summary
The Task page displays all of the relevant information about any specific Task, and allows the Us...
Status
This section shows the status of the Task; this is actually managed within the Task Summary. The...
Task Summary
This section shows essential information about the Task. Summary Use this to enter a summary of...
Detail
This section will show the Detail of any linked item, e.g. a Sales Order. Detail This will vary ...
Notes
This section is used to manage the Notes that are within a Task. From this section is is possibl...
Audit History
In this section, a complete Audit History for the Task is displayed. This is automatically gener...