Create tasks related to customers and assign them on your employees, track progress, deadlines and statuses easily
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.
- 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.
v 1.0 2014-07-27
- Initial release. Core features.
- Create and assign tasks
- View tasks by author, responsible, task type, status, priority and deadline