How To: Add a Task

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  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Detail | CRM | Tasks ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Click on the 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   button (located to the top left of the grid) to add a new task.
  6. Enter the appropriate information in the fields:
    • The user displayed in the 'User' field defaults to the user that is logged in. The user can be altered if required by pressing F4.
    • The 'URN' field is read-only and displays the customers URN.
    • Enter the description of the task in the free text 'Basic Description' field.
    • The 'Ord' field allows the user to control the order in which the tasks appear on the screen. (e.g. 1 to 99)
    • Press F4 in the 'Priority' field and select from the choices available. These are setup in the [ System Data | Contact Manager | Task Priorities ] section.
    • Press F4 in the 'Type' field and select from the choices available. These are setup in the [ System Data | Contact Manager | Task Types ] section.
    • The 'Act Hrs' field is read-only. This information is taken from the Tasks tab in the Contact Manager.
    • The 'Created' field defaults to the current date.
    • The 'Complete' field displays when the task was marked as completed.
    • The 'HL' (highlight) field allows the user to highlight the entry and turns the background yellow.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the record.

Note: to display completed tasks BtnTriStYesXP.jpg tick the 'Show All (or only non-complete items)' checkbox.

See Also

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