From Other Records


Tasks can be added from customer, item, and service job (repairs, custom jobs, special orders, and appraisals) records. They will retain a link to all related records including any applicable sales receipts. These links will be displayed in the task list view. 

 

Task List View

On the task record, the links will appear as icons in the top right. Clicking on the icon will bring up the corresponding record.

 

Edit task

Each record type now has an Add Task button at the bottom.

 

Repair Custom Job

 

Special Order Appraisal

 

Customer Item

 

Updated on Tue, 16 May 2023 by Angela Chiaravalle

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