Tip:
If you create the task from a customer record, ServiceCEO will automatically
link it with the customer. Similarly, if you create a task from a job
record, the new task will automatically be linked to the job.
Linking a task to a record means that you will be able to easily access relevant information from the task. For example, if we link a task to a customer record, we’ll be able to easily open the customer record from the task record, and vice versa.
|
|
Tip: |
Links can be manually added to a task. To do this:
Select the Links tab of the Tasks dialog box.
Click Add. The System Search dialog box appears.
Add a link in the usual manner. See the Adding a Link to a Record section for more.
Click OK. The file or record you selected appears on the Links tab.
See Also:
Tasks Overview
Creating a Task