CRM Task Definition

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Relationship Management $Images\bluerarw.gif$ CRM Task Definition

Purpose

Set up and maintain CRM tasks types.

Overview

Use CRM Task Definition to create, edit, and delete CRM tasks types, which are templates of tasks used in campaigns to track specific activities, such as mailing a catalog, emailing a customer, etc. You can set up each task with one or more follow up tasks, which must be performed after the task is completed.

Creating a CRM Task Type

To create a CRM task type:

Click the New button in the ribbon.
Enter a name for the task in the Task Name field.
Click the Lookup button for the Communication Type field, and select the method used to complete the task.
Click the Lookup button for the Assign Task To field, and select the type of user to which to automatically assign the task.
If you do not want the task to be repeated for each customer contact, select the One Task Per Company check box.
If another task should be created after the task is completed, enter the task in the Follow Up Task Name field.
In the Follow Up Days field, enter the number of days after the task is completed that is used to calculate the date for the follow up task entered in step 6 .
Click the Add button to add the follow up task you entered in steps 6 and 7.
Repeat steps 6-8 for all follow up tasks.
Click the OK ribbon button. The task is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the CRM Task Definition window.
New	Click this button to create a new CRM task type. This button is only available if the Main tab is displayed.
Update	Click this button to update the selected CRM task type. This button is only available if the Main tab is displayed.
Delete	Click this button to delete the selected CRM task type. This button is only available if the Main tab is displayed.
Show Data	Click this button to display CRM tasks on the Inquiry tab. This button is only available if the Inquiry tab is displayed.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first CRM task type. This button is only available if the Main tab is displayed.
Prev	Click this button to display the previous CRM task type. This button is only available if the Main tab is displayed.
Next	Click this button to display the next CRM task type. This button is only available if the Main tab is displayed.
Last	Click this button to display the last CRM task type. This button is only available if the Main tab is displayed.

Fields and Buttons

Field or Button	Description
Task Name	Enter the name of the task, or click the Lookup button to select an existing task.

Main Tab Fields and Buttons

Field or Button	Description
Communication Type	Click the Lookup button to select a communication type. Example Email
Assign Task To	Click the Lookup button to select the type of user that will be automatically assigned the task. Example Marketing Contact 1 You can also select None if you do not want a user to be automatically assigned to the task.
One Task Per Company	Select this check box to only create one task per customer/prospect. Example A task is created for visiting a customer. You select this check box to indicate the task is performed once for the customer, not multiple times for each customer contact. If this check box is cleared, the task must be performed for each customer contact.
Follow Up Task Name	Enter a CRM task that must be performed after the task you are creating/editing is completed, or click the Lookup button to select a CRM task.
Follow Up Days	Enter the number of days after the task is completed that is used to calculate the date for the follow up task. Example If a task will occur 10 days after a task is completed, enter 10.
Add	Click this button to add the selected task as a follow up task.
Remove	Click this button to remove the follow up task selected in the Follow Up Tasks grid.
Follow Up Tasks	This grid displays follow up tasks for the task.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are creating, editing, or deleting a CRM task.

Field or Button	Description
CRM Tasks	This grid displays CRM task information after you click the Show Data button in the ribbon. Double-click a CRM task to select it and display information for it on the Main tab.