- Companies
- Contacts
- Opportunities
- Calendar & Activities
-
Sales
- Sales
- Sales Orders
- Getting Started with Web Quotes
- Multi-currency for Sales
- Taking a Deposit
- Subscriptions
- Backorder Invoices
- Outbound Shipments
- Creating Invoices
- Create Freight Quotes
- Returns
- Credit Notes
- Bulk send Invoices
- Sending Statements
- Progressive revenue
- Creating Repeating Invoices
- Repeating Invoice Placeholders
- Logging Payments
- Making Credit Card Payments
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
-
Inventory
- Inventory
- Requests For Quote
- Configuring Product Settings
- Working with Landed Costs
- Configurable Products
- Time Billing
- Time Products
- Products
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Inbound Shipments
- Different Price Types
- Purchase Orders
- Backorders
- Variable Products
- FROM Location-based pricing
- Manufacturers and Suppliers
- TO Location-based pricing
- RFQ Web Templates
- PO Web Templates
- Quantity-Based Price Breaks
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
-
Marketing
- Marketing
- Smart Lists
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- 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
- Credit Control
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
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.
Creating a Task from List View in Contacts
- 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.
The Task form in Contacts when in List View
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.
Adding a Task from a Contact
- 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.
Adding a Task directly from a Contact
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