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6.5.6 Tasks


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The Tasks screen allows you to view, manage and add tasks that are related to the contact.

The process and screen structure for adding a Task within Personnel attached to a Customer is the same as adding a Task directly within a Lead or Customer file. The benefit to this function is the convenience of the location to be able to add a Task and to track action items as closely as possible. 

When you add a new task from the contact window, the contact will automatically be added to the task. In addition, any tasks that you create from your task panel that have a contact added to them will show up on the tasks screen of that contact.

For more information on Tasks, please see the Tasks article listed below.

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