Difference between revisions of "Task Management"
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Ascentadmin (talk | contribs) (Created page with " {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" |- | colspan="4" | TaskMgnt ccexpress.png |- | class="navigationTitles" c...") |
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Used to manage tasks. Tasks can be assigned in several places in the software. |
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| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
Latest revision as of 07:45, 21 July 2023
| |||
| Navigation | |||
| To access | |||
| Overview | |||
| • Task Sources: Customers, Sites, Contacts | |||
| • Assign Task to: Account Managers, Salespersons, Servicers or Users | |||
| Used to manage tasks. Tasks can be assigned in several places in the software. | |||
| Fields | |||
| Source Name | |||
| Task Type | Active | ||
| Task | |||
| URL | |||
| Notes | |||
| Due Date | Due Time | ||
| Assignment Type | Assigned To | Text Phone | |
