Tasks, such as follow-up phone calls and meetings, can be scheduled from a job, project, quote, purchase, card file, Item, creditor or debtor note, and a follow up date can also be added, except on card file notes.
Select the Task icon then click Add and the New Schedule Task screen appears.
Tasks can also be scheduled directly from a note on any job, project, quote, purchase, card file, Item, debtor, creditor and document form.
To do this, first select the Notes tab at the bottom of the form. You can schedule the task, either while adding a new note, or while viewing an existing note.
To do this, highlight the note, then right mouse click and select one of these actions: Schedule Phone Call, Schedule Internal Meeting or Schedule External Meeting.
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As shown above, there are some additional options available from the right mouse click function, including Send Notes via Email, Export Data, Print, Copy, etc. |
Further information: