ProDon:Task and History Management - Customer Relationship Management (CRM)
Contents
Introduction
Task Summary when Opening ProDon
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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
