The classification of the CRM action.

The date when the task is to be performed.

Manually enter the date  in the appropriate date format set in System Configuration or click and select from the calendar.

The subject of the task.

Enter the text into the field.

An explanation of the task.

Enter the text into the text box.

The person accountable for the task. Depending on the company, the person could be either the individual who planned the task or individual accountable for performing the task.

To select, click the drop-down list and select the person responsible.

The nature of the task.

To select, click the drop-down list and select a type.

The urgency of the task.

To select, click the drop-down list and select a priority.

The current status of the task.

to select, click the drop-down list and select a status.

Reminders concerning the task to be sent to the selected individuals.

• • For Add Notification for, select the person to sent the reminder. Use the scroll bar to search. To select multiple people at once, hold the Ctrl key while selecting.
  • For Notification type, select the method in which to remind the person. Click the drop-down list and select the type.
  • For Remind, select exactly when the person will be reminded. Click the drop-down list and select the time. For example, if you select "12 hours before", the person will be notified 12 hours before the date when the task is to be performed.
  • When you have configured who will be notified and in what way, click . A table appears above the information fields:
    
  • To delete an item from the table, click .

The items which you have associated to this event.

To delete an item, click .

To associate this event to another item.

To do so, click the button of the item you want to associate this event to. A new window with the Browse page appears. Select the item from the list. The item now appears in the Associations section.