The task function enables you to keep dated notes so that they can act as reminders in the future, or as records for the past.
Create a task
Click Debtors then Credit Control and then click Chase Debtors.
Select the checkbox for a transaction you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click the Tasks tab then click + New Task.
Complete the relevant fields.
To assign a user to the task, select a user in the assigned user field.
Click Save.
Edit a task
Click Debtors then Credit Control and then click Chase Debtors.
Select the checkbox for a transaction you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click the Tasks tab then select the task you wish to edit.
Make the amendments then click Save.
Delete a task
Click Debtors then Credit Control and then click Chase Debtors.
Select the checkbox for a transaction you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click the Tasks tab then next to the task you want to delete, select the checkbox.
Click the cog icon then select Delete.
Click Continue.