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Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Default Tasks

To set up Default Tasks please follow the steps shown below.

Step 1 - Click on Settings as shown below

Step 2 - Click on Default Tasks


Step 3 - Click on Add New Task


Default Tasks used in task create page can be customize and added in this module. To manage Default Tasks, -click Settings > Default Tasks as shown above.

To Create Default Tasks

  1. Click Add New Task
  2. Fill in information
  3. Click Submit

To Edit Default Tasks

  1. Click Edit Icon
  2. Update information
  3. Click Submit


default_task.txt · Last modified: 2019/02/28 13:20 (external edit)