Adding Tasks

Users can add tasks to customers by performing the following steps:

Navigate to the Menu ➜ Masters ➜ Customers ➜ Select a customer ➜ Click Edit ➜ Click the Task List tab.

Click Add New. The following screen appears:

Refer to the following table and fill in the fields:

Field	Description
Customer	View only field that displays the selected customer name.
Order No.	View only field that displays the order number. If no sales order is placed by the user, 0 will be displayed.
Task Date	Displays the current date and users can modify it as preferred. Order event date is displayed for sales orders.
Task Time	Displays the current time and users can modify it as preferred. Order guest arrival time is displayed for sales orders.
Contact	Select preferred customer contact.
Subject	Enter description for the task list. Maximum characters limit is set as 250.
Sales Person	Select the preferred sales person to whom the task must be assigned.
Phone	Phone number of the contact person selected in the Contact drop-down list.
Fax	Enter fax number if applicable.
E-Mail	Displays the email id of the customer contact person. Users can modify the value as preferred.
Open	Yes - indicates the task is open No - indicates this task is completed
Follow up Date	Displays the current date by default. Users can select preferred date to follow up.
Remarks	Enter comments in this field and the maximum characters limit is 250.

Click Add. The task will be created and will be displayed in the Task List tab of the Add Customer or Edit Customer screen as follows: