Tasks Tab - Customer File

Select from the task at the top of the customer record to add a new task, you can set a personal task, Store & Group Task, or one assigned by you.

Click on select under Employees to assign a task to a single or multiple employees. From the drop-down select Group, Store, Contract. You can add in Description, Due Date, and frequency.

Once completed, you will see under the Store & Group Tasks tab the scheduled task. Once done select ok.

The task will now show under the Tasks tab.