<< Click to Display Table of Contents >> Navigation: Management > Task Maintenance |
When opened, you will view the following:
All logged tasks will be displayed here along with the task status.
When you click on the task number , the following details for the relevant task will be displayed:
The button will give you the following options:
View email:
This option will open the emails linked to the task if any.
View quotes:
This option will open the quotes linked to the task if any.
Target history:
This option will display all the target changes for the relevant call.
View attachments:
This option allows you to view any attachments to the task as well as upload any relevant attachments.
Task summary:
This option displays an easy view/summary of the task.