- Companies
- Contacts
- Opportunities
- Calendar & Activities
-
Sales
- Sales
- Creating Invoices
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Subscriptions
- Bulk send Invoices
- Returns
- Multi-currency for Sales
- Taking a Deposit
- Credit Notes
- Create Freight Quotes
- Outbound Shipments
- Getting Started with Web Quotes
- Sales Orders
- Making Credit Card Payments
- Logging Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
-
Inventory
- Inventory
- Deactivating Products
- Requests For Quote
- Time Products
- Products
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
-
Marketing
- Marketing
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- Smart Lists
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Operations
- Training
- Reporting
-
Admin
- Admin
- Payment Terms
- Product Groups
- Product Categories
- Locations
- PDF and Email Template system preferences
- Pricing settings
- Sales & purchase settings
- Regional Settings
- Setting up Teams
- Credit Control
- System Quote Preferences
- Quote Form Templates
- Service Reports
- PDF Templates
- Couriers
- Calculating Landed Costs
- Payment Methods
- Creating SMS Templates
- Managing Connections
- Log into a User account
- Activate a new User account
- Users
- System security
- Setting up Teams
- Using Email Templates
- Using SMS Templates
- Using Letter Templates
- Creating Letter Templates
- Creating Email Templates
- Invoice Settings
Add a Task to a Contact
There are two ways to add a Task to a Contact:
- Directly from List View when you are in the Contacts module.
- When you have a Contact record open.
All Tasks that you create will appear in the Timeline area of the Contact record they are linked to.
You have the option to type text, record an audio file to attach, or add both typed text and an audio file to a Task.
For more information about the features available, see our Task guide.
Add a Task from List View
- Navigate to Contacts on the CRM menu.
- Ensure you are in List View.
- Click on the Task button on the main toolbar.
- A Task form will appear on the page.
- Select the Company and/or Contact record you would like to apply the Task to.
- Type or record your Task.
- You can also format your text and insert image files or links from the formatting toolbar.
- Click on Save when you are finished.
- The Task will now display in the Timeline area of the chosen Company and/or Contact you selected.
Add a Task directly from a Contact record
- Navigate to Contacts on the CRM menu.
- Open the Contact you want to add the Task for.
- Click on the Task button on the activity toolbar.
- A Task form will appear on the page.
- The applicable Contact and Company will be already filled.
- Type or record your Task and click Save.
- You can format your text and insert image files or links from the formatting toolbar.
- The Task will now appear in the Timeline area of the applicable Contact and Company records.
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