User Tools

Site Tools



Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Task Search

To manage tasks it is important to have a good search function in place. The Tasks search box provides a variety of option to search tasks based on different “Search Criteria”. This helps to quickly retrieve tasks based on the search criteria.

Tasks > Default/Simple Search > Enter Search data > Click Search


Tasks > Click Advanced > Enter Search data > Click Search



Tasks Search Box You can enter any one “Search Criteria” or a combination of different “Search Criteria” to filter Task data

Search Criteria Description
First Name Search tasks by customer's first name
Last Name Search tasks by customer's last name
Module Search tasks by module
Task Type Search tasks by task type
Status Search tasks by status
Priority Search tasks by priority
Task ID Search tasks by task id
Due Date Search tasks by due date of the task
Created by Search tasks by user who created
Assigned to Search tasks by user to whom the tasks are assigned


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