Tasks - Online Help

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Contact – Tasks

Use this area to view Standard Activity Plans and Tasks that are assigned to a Contact. Note: This area may be empty when first adding a new Contact since there may not be Standard Activity Plans or Tasks assigned yet.

1. Click on the Contacts Function/Menu button.

2. The system will default to display an All Contact List. You may change the search display by

selecting the appropriate option button for Person List, this will then only display contacts that have been entered as Persons. Company List, this option will only display Contacts that have been entered as a Company or Buyers, which will display all Contacts that have been entered as Buyers.

3. At the top of the List of records area, enter your search criteria in the Look for field. There are

four usual ways to search for a Contact.

a. You may search for a Contact using any of the Name fields, for example

Jonathan Ian Smith. You may enter, Jonathan or Ian or Smith Note: You are also permitted to enter abbreviations such as “Jon” or part of the word contents such as “nathan”.

b. You may also search for a Contact using any of the Phone Number Fields, for

example 1234 5678. You may enter 1234 or 456 or 5678, the search function will search all phone number fields in the Contact database.

c. You may also search for a Contact using any of the Address Fields, for example

12 Smithfield Street, Sydney. You may enter 12, Smithfield, Street or Sydney. Note: You are also permitted to enter abbreviations such as “Smith” or part of the word contents such as “field”

d.       You may also search for a contact using any of the Email Fields, for example
          jsmith@smiths.com. You may enter js, jsmith or @smiths. The search function
          will search all email addresses in the Contact database containing all or part of
          the email address.

4. Click on the Find Now button.

5. The system will display all results in the List of records area below.

6. Double click on the Contact to display its details in the Active Window.

7. Click on the Tasks Tab.

8. The Tasks area will display any Tasks assigned the Contact, i.e. whether they are deleted, in

progress, not started or completed. It displays the due date as well as any notes regarding the Task.

9. The Activity Plans area displays any Standard Activity Plan that has been attached and

lists both the start and end dates. If there is no end date displayed, this denotes that the Standard Activity Plan is still open.

10. Click on Save and Close, alternatively click on the X at the top right corner of the Active
screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel

accordingly.