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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

task_creation

Task Creation

Tasks Create

A task can be created by clicking on a customer name from any of the modules i.e. Leads, Quotes, Orders, Installations and Shipping and assigned to any user in the system based on the user access. It advises users by email when a task has been assigned to them. Users can view the assigned tasks and start working on them.

To create a new Task

  1. Click Customer Name
  2. In the View Page, click Options > Add Task
  3. Add the Task details as required. (Refer to the table below)
  4. Click Finish

task5.jpg

Field Name Required Description
Task Assigned To A task can be assigned to any user in the system based on the user access
Task Name Subject of the task can be either selected from default tasks drop down or written in the text field
Start Date Start date of the task
Due Date The date by which task must be completed
Duration in days Duration in days between the Start Date and Due Date
Status Status of the task
Priority Priority of the task
Module Module to which the task belongs to
Send Notification Email An email notification is sent to the assigned user regarding the task details
Description Additional comments related to the task or the customer

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed if ignored.

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