Tasks
Mark a Task as Complete
Use the following steps to mark a Task as complete. 1. From the menu, click CRM, then select Tasks. 2. The Task Console screen displays. 3. Tick to select the check box and click Action and select Set as Complete. 4. The following prompt displays. ...
Filter Tasks in the Task Console
By default, all tasks will display in the Task Console. You can then choose to filter them. You can filter the tasks by the below options: specific Client Assigned To staff member Category Priority Status Due From / Due To Date ranges You can also ...
Task Console
The Task Console enables you to create and view all Tasks from one central point in the system, then filter them in a number of ways. Use the following steps to access the Task Console. 1. From the menu, click CRM, then select Tasks. 2. The Task ...