Book Contents

Book Index

Reports over the Tasks

Book Contents

Book Index

List of tasks

Process No.: CRM008

Report ID: SCRM067

File: TaskList.am

Report description: The report is list of individual tasks (including the inferior one) with possibility to display their's detail. You can sort this display by the Submitter or Owner.

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

Report parameters:

GroupByClient - Yes

Yes - tasks in report will be grouped by their's Submitter.

GroupByOwner - Yes

Yes - tasks in report will be grouped by their's Owner.

ShowInstructions - Yes

Yes - the current Assignment of task will be displayed.

ShowResolution - Yes

Yes - the text in Solution will be displayed in the report.

ShowList - Yes

Yes - the report will be printed as an easy list of tasks with the possibility to display the detail.

ShowSubJobs - Yes

Yes - the inferior tasks are displayed in the report.

TaskList

Book Contents

Book Index

Task History

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]

Report parameters:

Without parameters.

TaskHistory