Process No.: CRM008

Report ID: SCRM067

File: TaskList.am

Report's description: The report is the list of particular tasks (including subordinates) with the possibility to show their details. This report can be sorted by Submitter or Assignee.

Address in the tree: [Marketing - CRM] [Tasks]

GroupByClient - Yes

Yes - tasks are grouped by their submitter in a report.

GroupByOwner - Yes

Yes - tasks are grouped by their assignee in a report.

ShowInstructions - Yes

Yes - current entered task is displayed.

ShowResolution -Yes

Yes - text of the task is displayed in a report.

ShowList - Yes

Yes - the report prints the simple list of tasks with the possibility to show their details.

ShowSubJobs - Yes

Yes - subordinate tasks are displayed in a report.

Process No.: CRM008

Report ID: SCRM068

File: TaskHistory.AM

Report's description: The report shows individual tasks with their essentials. If the parameter Delete current task instructions is checked in the Tasks configuration, the report also shows all the history of the Task instructions field.

Address in the tree: [Marketing - CRM] [Tasks]

Without parameters.