Bereich Aufgaben
Tasks - Details page
On the detail page of tasks the task with all related communication is shown: Task details The task details show the task type (other types can be used in theSource Managementbe created), the due date and the current editor. The editor can have the ...
Tasks - Overview list
In the overview list of tasks, the tasks with the associated customers are shown: By free text input in the input field above can be searched for customers for whom tasks exist. About the symbolFurther filters can be called that restrict or expand ...
Area tasks generally
The Tasks section is used to schedule tasks and assign them to individual users so that they can contact customers / interested parties at the appointment. Classic tasks include birthday calls, for example, birthday calls, contacting before lease ...