Reports over the Tasks
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. |
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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. |
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. |
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Address in the tree: [Marketing - CRM] [Tasks] |
Report parameters:
Without parameters. |