ProDon:Task and History Management - Customer Relationship Management (CRM)
Contents
Introduction
Task and history management is a tool that is integrated to ProDon, which allows you to manage all communications and follow-ups with the clients of the database and to keep a history.
With this tool, it is possible to activate the reminder option on precise date and time in order to receive a notification at the desired time to do prompt follow-ups.
Moreover, it is also possible to insert documents (Word, PDF, emails, etc.) directly in a task folder to classify any information specifically related to a follow-up.
Also, if the "Network module" (multi-user) is active, it is possible to manage the accessibility to share information or to assign a task to another member of the team.
Task Summary when Opening ProDon
To login to ProDon, if the "Network" (multi-user) module is activated, the user name and the password are always the same. If the "Network" (multi-user) module is active, each user enters his or her user name and password.
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When opening ProDon, this window opens. It contains the task summary "Late", "On time" and "To do later" for the current user. |
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Reminder Window
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View/Add/Edit Tasks for a Client
From the Home Page
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From the Shortcut Bar
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From the Client Management
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From a Client File
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Task and History Management
Configuring / Editing a Task
... Window
... Tab
... Tab
"Generating" Tab
"Calendar" Tab
... Tab
"Reminder" Tab
"Creating / Editing" Tab
"..." Tab
"Description"
"Accessibility" Tab
"Documents" Tab
"Characteristics" Tab
"Linked Tasks" Tab
Adding an Identical Task to Many Clients at the Same Time
Document name: ProDon:Task and History Management - Customer Relationship Management (CRM)
