Task Form



Task Tab



CRM Extensions Task form Features and Benefits

·          Familiar native Outlook Task functionality for setting and managing “tasks” within the Outlook environment.

·          This “Task” tab functions just as the native Outlook “Task” tab.

·          Reduces the learning curve for those familiar with Outlook.

·          CRM automatically links Tasks to the Contact.

·          Tasks are stored centrally so that visibility is maintained to the entire team.

·          May be synchronized to your personal Tasks folder for use on PDA devices.

·          When working with Tasks the “CRM Functions” tab provides most every “CRM” type function you may need just one click away (on the second tab).


CRM Functions Tab

Administrator’s documentation (click here)

CRM Extensions Task form - “CRM Functions” tab

Features & Benefits Overview

·          The “CRM Functions” tabs are designed to provide – right on the form – all of the critical CRM type functionality that is relevant when working with an CRM form.

·          Conveniently located on each of the Extensions forms to save time and eliminate clicking around to find the functions you need.  Most features and functions are only one or two clicks away.

·          The layout and features of each of the “CRM Functions” tabs on each of the different Extensions forms are identical to reduce the learning curve, simplify “CRM” type tasks and speed up the usage of the CRM system (convenience and speed!).

·          Each of the fields and functions operate the same, but on the Task form they are for the Task and the linked Contact (on a Journal they would be for the Journal and its linked Contact, etc.).

·          “CRM Functions” options are set on the CRM Options “Extensions Forms” tab.

“CRM Functions” Features Defined

Left Side of Form Above

Right Side of Form Above

·          General Contact Information (compatible with Outlook)

·          May link this Task to a different CRM Contact (pick button).

·          Launch the Outlook Phone Dialer for the linked contact (phone button).

·          Display linked CRM Contact and Company (by clicking on the labels).

·          Update linked Contact information in this Task (“Update Info” button).

·          View “CRM Info” fields for each contact

·          Field labels are user configurable

·          Task Type” supports both single and multi-select

·          Custom Fields” provide 9 additional user configurable fields

·          Notes” supports user configurable notes

·          Tab names are user configurable

·          Settings for this block of tabs may be set to be the same as your Extensions Contact form, or they may be unique in to the Task.

·          “Created By / Date” and “Modified By / Date” values are tracked.

·          Extensions forms are user customizable:

  • Add fields
  • Add tabs
  • Add functions (database links, etc.)

·          View any of the linked Contact phone numbers.

·          Buttons to launch standard CRM “Actions” for linked Contact

·          Custom Actions” provide a user configurable list of additional CRM productivity functions (Task for “Next Action”, Copy item, Dial phone, etc.)

·          External Functions” is a user configurable list of custom links to your environment outside of CRM (launch webpage with URL containing data from form, open any file/folder for sales collateral info, etc.)

·          View / Open all Opportunities (and Projects) that are linked to this Task.

·          Link additional Opportunities (and Projects) to this Task (pick button)

·          Select from a list of standardized Subjects for this Task.  Variables are supported for dynamic field substitution in the Subject text.

·          Insert Text” with templates to standardize notes.  These templates are inserted into the “Notes” field on the first tab. Variables are supported for dynamic field substitution in the template.

·          Specify the “Next Action” and “Next Action Date” for this Task.  Option may be set to automatically update “Next Action” in the linked Contact.