Task Maintenance

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Task Maintenance

When opened, you will view the following:

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All logged tasks will be displayed here along with the task status.

When you click on the task number clip0050, the following details for the relevant task will be displayed:

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The clip0052 button will give you the following options:

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View email:

This option will open the emails linked to the task if any.

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View quotes:

This option will open the quotes linked to the task if any.

 

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Target history:

This option will display all the target changes for the relevant call.

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View attachments:

This option allows you to view any attachments to the task as well as upload any relevant attachments.

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Task summary:

This option displays an easy view/summary of the task.

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