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notes tasks
How do I filter my
tasks
?
Filter your
tasks
… Solution Overview From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline… From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline: Tag: Filter your
Written by
Angela Lynch
Updated over a week ago
How are associates notified of
tasks
?
Learn how associates can view their assigned
tasks
… Associates are notified of
tasks
via email and on their
Notes
&
Tasks
module Still Need Help?
Written by
Angela Lynch
Updated over a week ago
How do I create a
task
for a specific customer?
Create a
task
for a specific customer… Your Note will appear on the Customer's profile and in the your list of
Notes
&
Tasks
[Image "screenshot… Create a
task
for a specific customer
Written by
Angela Lynch
Updated over a week ago
How do I create a
task
?
Organize and prioritize your work with
Tasks
… Solution overview Visit the
Notes
&
Tasks
module of your account Click Create Task… Click
Notes
&
Tasks
from the left menu. 2
Written by
Angela Lynch
Updated over a week ago
How do I edit or delete a
task
?
Edit or delete a
task
… How to View and Restore Deleted
Tasks
(only admins and creators can restore deleted
tasks
)… You can also bulk delete
notes
&
tasks
, and restore them any time
Written by
Angela Lynch
Updated over a week ago
How do I add a
note or
task
to a customer's profile?
Leave a
note
for yourself or your team on a customer's profile… From within a customer's profile, you can see all the
notes
you or anyone else on your team has left… [Image "Customers-20Page.jpg"] Once in a customer's profile, you'll be able to see all the
notes
Written by
Angela Lynch
Updated over a week ago
How does the search bar work?
440e-b42c-30317d717997"] You have to option to search within the following categories: customers,
notes
…
tasks
, messages, conversations, drafts and templates (shows when you click the "...")
Written by
Angela Lynch
Updated over a week ago
How do I merge customers? [Admin Feature]
This includes
notes
,
tasks
, orders, profile fields, contact methods, conversations, assigned users
Written by
Angela Lynch
Updated over a week ago
What is the difference between Admin, Manager, and User?
They have the ability to switch between locations, create
tasks
and segments for different locations… Mobile Number Password Create Stories and add images and assets Create
notes
… Mobile Number Password Create Stories and add images and assets Create
notes
Written by
Angela Lynch
Updated over a week ago
How do I comment on a
task
?
Leave a comment on a
task
to let your team members know if you have any questions or what you have completed… Solution Overview: Visit the
note or
task you
want to comment on Write your comment in the… Click on the
note or
task you
want to comment on 2
Written by
Angela Lynch
Updated over a week ago
