How can I Assign Task of a Customer to an Employee?

Updated on July 4, 2020 06:42AM by Admin

  • Log in and access the Customers App from your universal navigation menu bar.
  • Click on the “Show All" button from the left navigation panel.
  • Click on the "More Details" icon to overview customer information.

  • Click on the “Tasks” tab in the selected customer profile.

  • Click on “Create Task” and provide all information related to the tasks.
Tasks Tab

  • "Create Task" popup appears in which the “Assigned to” field is present. You can add employees who need to accomplish this task.
Create Task

  • Click on the “+” icon to add employees from the Employee: Search and Select popup.
Select Employees
  • You can also assign a task to more than one employee.

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