Navigation:  5 Using Total Enterprise CRM > 5.2 Contact > How do you work with contact? > How do you add a task or attachment?

 

A 'task' is like that in Microsoft Outlook: it represents a 'to-do' item. In Total Enterprise CRM a task may be attached to one or more items (eg a person and a company).

 

The cross-referencing function allows searching of tasks based upon a variety of values, which is useful when establishing priorities and uncompleted activities.

 

To create a new task, follow these steps.

 

Step 1: Select Add task

 

 

Click the Contact tab located on the ribbon.

 

Select Add task in the Schedule group.

 

Step 2: Complete the form

 

 

The 'Task' form contains all the information broken down into several fields. These fields contain general information such as subject, start and finish date, progress, and attached files for the new task.

 

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

 

Interaction-history for task

At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.

 

The grid located in the bottom panel stores the interaction-history, broken down into tabs. These tabs include contacts, attendees and notes associated with this task.

 

Note:

There are two ways to use additional options under a grid:

 

 

More actions for task

Controls on the ribbon allow you to carry out the following actions on the selected task:

 

How do you add a note?

How do you assign a tag to this task?

 

Although some of these actions describe contact, the same techniques can be applied to task.

 

Note:

Since these options are on the task or attachment screen, the system assumes that if you create a note, project, email or any other action from this screen it is automatically related to the previously selected instance. This is consistent throughout the system to reduce unnecessary data entry.

 

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon: