Tasks

Task can be added against a specific Contact / Property or User. The following information can be added

 

 

Advanced Task Functionality

 

Advanced Task Functionality can be enabled which displays the ID on Tasks, a Merge button which enables Tasks to be merged and Correspondence tab which shows any Correspondence linked to a Task. This is no switched on by default but can be activated via a new System Configuration option 'Enable Advanced Task Management' located in System Configuration -> General.

Uncompleted Tasks that have started (i.e. Start Date is in the past) will appear against the Assigned User in Priority order on their Home Page.

All all Tasks for a Contact/Property in the Correspondence screen. Completed Tasks are indicated by green icon . Outstanding Tasks show a red icon .

 

The Date Stamp button will insert the current Date/time and current User's details into the Body of a Task. This is useful when adding to a Task, e.g. following on a conversation thread.

Task/Note Templates can be created to expedite frequently written Notes.