Changing the Status of a Communication

From your Calendar:

1. Click on the Action icon of the task. The Task Details page is displayed.
2. As you are making the call, you can add notes to the Details field.
3. When the call is completed, select Complete from the Status list. You can also click on the Pending Status icon from the Calendar View. This automatically changes the status to Complete and displays the Task page.
4. Check the follow-up boxes if required.
5. Select the Save button. The Calendar page is displayed.

You will notice that the completed task no longer appears in your Calendar. It is, however, saved in the Communications tab of the Person the call was scheduled with, forming part of the customer history. Note: Tasks are "rolling" in CRM. This means that a task will stay in the Tasks panel of your Calendar until it is completed. Appointments are not rolling. They remain on the calendar on the date and time scheduled. Please refer to Navigating your Calendar for more information.

Go to Appointments and Tasks home page...

See Also:

Finding a Communication

Creating a Task

Reassign an Existing Task to a Colleague

Scheduling a Task for a Colleague

Navigating your Calendar

Recurring Appointments