Tasks On Customers

Create tasks related to customers and assign them on your employees, track progress, deadlines and statuses easily

List of tasks created in the system with ability to filter by status, type, responsible and other params

How tasks created for specific customer are shown in tab on customer view page. From this page tasks may be edited or created from skratch

Also tasks can be created from separate task create/edit page

And task may be assigned to multiple customers

In settings you may create for tasks custom statuses, types, priorities and define access rules

Organize Team Work Easily

• Using Tasks on Customers extension you and your employees can remember important tasks and things to complete about specific customer
• Each task has author, responsible and due date – you’ll see how thins are going on
• Only task author or responsible employee may edit task detail and only task author – delete it
• List of all customer related tasks may be found on customer view pge
• It’s possible to add bulk tasks on multiple customers at once

It’s easy to adapt extension for your business

• You may create different types of tasks: Calls, Follow Up, Meeting, Pre-Sale, Birthday Email etc
• Also you may create statuses for tasks: Not started, Assigned, Processed, Completed, In progress etc and use this info to track progress
• Also you may assing specific priority to tasks, i.e. Urgent, Normal, Important, Minor etc.

Improve visibility

• All created tasks in your company may be filtered by responsible, author, status, priority, due dates and type
• It’s possible to configure quick links from top menu to view todays tasks, upcoming tasks etc.