Tasks

The Tasks tab records all the tasks of a customer. The main purpose of this tab is to enable a user to efficiently monitor the project tasks of a customer.

    • To view all ongoing tasks associated with this customer, select the Current tab.
    • To view all tasks – both current and finished – select the All tab.

 

Offices 
CRM Office Panel

The branches of a company and their staff.

The Offices panel is only visible if you previously defined the customer on the Offices tab as either an office or a member of a specific office. For a further description of the Offices tab and marking customers as either offices or staff of a specific office, click here: Offices - Customer.

Search Filter
Task Search Filter

The filter is used to limit your search for tasks.

    • To adjust the width of the filter, click and hold Filter Size Icon. While holding the icon, move your cursor to the left side of the screen to decrease or to the right side of the screen to increase the size of the filter.
    • To open or close the filter, click Filter Collapse Icon.

You can configure the filter and the way the entities are displayed in the View Editor pop-up window.

 

SearchClick to begin filtering the data.
Clear FilterClick to cancel the past filters.
Customer's Current Tasks/Customer's Tasks
Customers Current Tasks List

Here you can view and manage the history of the customer's tasks.

When you click on the name of a task, you are taken directly to the task's Display.

If your customer is an office or a member of an office, the entities displayed in the customer's tasks list belong to the whichever customer selected in the Offices panel. For example, if you select Big Company Employee 3 from the data tree, the table includes all the tasks for this specific customer. Additionally, if you select two or more customers from the data tree, the customer's tasks list contains all the tasks for the selected customers.

Export

Click to format the data from the Customer's Current Tasks/Customer's Tasks table so that it can be used in another application. When you click on the button, the Export Data window appears.

 

refreshClick to update the entities in the Customer's Current Tasks/Customer's Tasks table.
View Menu

Click to configure what and how information will be displayed in the Customer's Current Tasks/Customer's Tasks table.

When you click , a new window appears.

Summation Icon

The Summation Icon is used to calculate either the Total Agreed or Total Cost value.

When you click the button for either the Total Agreed or Total Cost, a new window appears. For a description of the window, click here: Column Sum: Total Agreed/Total Cost.

EditClick to modify the tab.
SaveClick to apply any modifications.
CancelClick to terminate the modification process.
Create

Click to create an estimate for a project of this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Quote Create.

Create Project

Click to create a project for this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.