Create, edit, and delete tasks and notes for customers

The task function enables you to keep dated notes so that they can act as reminders in the future, or as records for the past.

Tasks

Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Click the Tasks tab on the Action Panel then click + New Task.
Complete the relevant fields.
To assign a user to the task, select a user in the assigned user field.
Click Save.

Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Click the Tasks tab on the Action panel then select the task you wish to edit.
Make the amendments then click Save.

Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Click the Tasks tab on the Action Panel then next to the task you want to delete, select the checkbox.
Click the cog icon then select Delete.
Click Continue.

You can store extra information against your selected customer record which you can record in the notes tab.

Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Click the Notes tab on the Action Panel then enter your note.
To add your information, click the calendar icon.
Click Save Notes.

To edit your note, follow the same steps above as the field is already in edit mode.