Customer CRM Tasks Tab

Customer and Supplier associated pages pages icon Customer/Supplier overview pages icon Customer/Supplier "How Tos"

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For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see Customer Other Actions Menu.

The tasks tab displays a list of tasks (to-do items) that have been recorded in this screen or in the [ CRM Manager | Tasks ] against various users for the current customer or supplier. It is a summary page to collate all the tasks that are to be done (or have been performed) for the loaded customer/supplier. Tasks can also be marked as complete from here by right-clicking on the grid, see How To: Add a Task Linked to a Specific Customer and How To: Delete a Task Linked to a Specific Customer.

The Tasks screen consists of top action buttons, filters and a grid.

Tasks Action Buttons

  • the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   : adds a new entry in the task grid.
  • the DELETE ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right and overlaid with a red cross.   : removes the task currently focused on.
  • BtnGoX.jpg: this button must be pressed to populate the grid.

Tasks Filters

  • User (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): filters the tasks by a specific user if the traffic light is green else displays all user's tasks.
  • Date From and Date To (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): the traffic light date range allows the user to filter between the dates selected.
  • Show All (or only non-complete items): displays items that are both completed and not completed.

Tasks Grid

  • User: the task is assigned to.
  • URN: the URN of the customer or supplier.
  • Basic Description: the description of the task. This can be further defined in the [ CRM Manager | Tasks ] screen.
  • Ord: the tasks can be given an order value. When not in edit mode this will sort the tasks using this value.
  • Priority: as selected when the task was created, but it can be updated when in edit mode.
    Note: the Task Priority must be setup in System Data before they can be used here.
  • Type: the type of task as selected when it was created, but it can be updated when in edit mode.
    Note: the Task Type must be setup in System Data before they can be used here.
  • Act Hrs: total of the hours added to the breakdown of the task in the [ CRM Manager | Tasks ] screen.
  • Created: the date the task was created.
  • Complete: the date the task was completed.
  • HL checkbox: if ticked the line will be displayed with a yellow background.

Tasks Context Menu

  • Goto Company Tasks: opens the [ CRM Manager | Tasks ] and enters the customer's URN in the URN filter to display the company's tasks related to the customer.
  • Mark Task Complete: the selected line is removed from the list.
  • Mark Task NOT Complete: if the 'Show All' tick box is ticked, tasks marked as complete will appear in red. choosing this option on a red line will mark the task as not complete.
  • Show Colour Legend: opens the Statement Legend popup listing the meaning of text and background colours.
  • Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
  • Clear Selection: deselects the currently selected line(s).


See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

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