View source for Customer CRM Tasks Tab

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The tasks tab displays a list of tasks (to-do items) that have been recorded in this screen or in the [[CRM Manager Tasks|<code>[&nbsp;CRM&nbsp;Manager&nbsp;| Tasks&nbsp;]</code>]] 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 Task|How To: Add a Task Linked to a Specific Customer]] and [[How To: Delete Task|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 ===
*{{BtnNewItemOld}}: adds a new entry in the task grid.
*{{BtnDelItemOld}}: removes the task currently focused on.
*[[File:BtnGoX.jpg]]: this button must be pressed to populate the grid.

=== Tasks Filters ===
*'''User''' {{tfc}}: filters the tasks by a specific user if the traffic light is green else displays all user's tasks.
*'''Date From''' and '''Date To''' {{tfc}}: 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|<code>[ CRM Manager | Tasks ]</code>]] 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.<br />'''Note''': the Task Priority must be setup in [[System Data Task Priorities|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.<br />'''Note''': the Task Type must be setup in [[System Data Task Types|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|<code>[&nbsp;CRM Manager&nbsp;| Tasks&nbsp;]</code>]] 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 <code>[&nbsp;CRM&nbsp;Manager&nbsp;| Tasks&nbsp;]</code> 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. 
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{{seealso |
*[[Customer and Supplier Screen|Customer/Supplier Screen screen]] |
*[[How To: Customer and Supplier|Customer/Supplier "How Tos"]] }}
[[Category:How Tos|{{BASEPAGENAME}}]]
[[Category:Customer|{{BASEPAGENAME}}]]
[[Category:Supplier|{{BASEPAGENAME}}]]
[[Category:Customer Services|{{BASEPAGENAME}}]]