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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

default_task

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

task2.jpg

Step 3 - Click on Add New Task

task3.jpg

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

task4.jpg

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