CRM Task List

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CRM Task List

Menu Path: None

To use CRM Task List, click the List button in CRM Task Management.

Purpose

Select multiple CRM tasks.

Overview

Use CRM Task List to select multiple CRM tasks for filtering.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the CRM Task List window.

General Tab Fields and Buttons

Field or Button	Description
Task Name	Enter a CRM task you want to select, or click the Lookup button to select a CRM task.
Add	Click this button to add the CRM task entered in the Task Name field to the Selected Tasks grid.
Task Name Begins	Enter the beginning of a CRM task you want to display in the Available CRM Tasks grid, or click the Lookup button to select a CRM task.
Available CRM Tasks	This grid displays CRM tasks that are not selected. Double-click a CRM task you want to select, or select a CRM task, and then click the right arrow button.
	Click this button to add the selected CRM task to the Selected Tasks grid.
	Click this button to add all CRM tasks in the Available CRM Tasks grid to the Selected Tasks grid.
	Click this button to remove the selected CRM task from the Selected Tasks grid.
	Click this button to remove all CRM tasks from the Selected Tasks grid.
Selected Tasks	This grid displays selected CRM tasks. Double-click a CRM task to remove it from the grid, or select a CRM task, and then click the left arrow button.