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1. Go to the Tasks icon and select folder you wish to change. 2.  Select edit button and here you can change the folder name - as shown below: 3. ...

The number of active tasks will not only include those tasks due today, next 7 days and overdue but this figure will also include those tasks that are due...

No, if you associate a task to a contact in the database no email will be sent to that contact.

If you are unable to view some tasks this may be as a result of some character encoding which may be as a result of coping and pasting test from an email in...

This may happen if there is no ‘default’ calendar associated with a user's profile.  Please let us know by contacting our Support Desk if you are u...

You can move any task into a folder of your choice by either dragging the task into a folder or by opening up the task and changing the folder that the tas...

When you click on tasks that are ‘Due Today’ it will pull out all tasks – from all folders – so you will see in the Due Today list tasks in the ‘In Tray’ fo...

The tasks still remain against a contact record so can be tracked by new person.  It will show the task associated to the contact. Once the task is c...

If a CRM user has already been expired, then to give access to their tasks to another CRM user we can do the following: 1. Temporarily re-active the us...

If you go to the Task section and filter the tasks to 'Show completed' you will then see all completed tasks which are shown as 100% complete.  ...