TASK MANAGEMENT
Here most important aspect of Office i.e. Task Management will be taken care.
How to assign single task to multiple resource?
From create new task you can assign task to multiple resources for this Navigate to Taskboard ---> ...
Mon, 31 Jan, 2022 9:59 AM
View all task(s) in list view:
View all the task in list view user can update the status, priority, etc from Action drop down and apply for filter lik...
Thu, 18 Aug, 2022 2:18 PM
How to send task's due date email to all customer?
Customer is able to send a compliance (task) due date email. In this email you can view no ...
Sat, 17 Dec, 2022 3:50 PM
How to add task's additional documents in taskboard:
In taskboard you can add additional task documents list under Update pop up, Go to Update --&...
Sat, 14 Jan, 2023 12:05 PM
Manage additional documents (Not as per checklist) for any task from ERPCA 3.0 mobile app? :
Using ERPCA 3.0 mobile app user can upload additional doc...
Sat, 14 Jan, 2023 12:21 PM
How to view company wise task(s):
In all tasks you need to select Billing under company in the below screen shot you will come to know how to assign c...
Fri, 17 Feb, 2023 12:31 PM
Leads Management:
In What's New - INSTALL the Lead Update then you can view Leads page.
Leads page:
1. Click on Leads menu
2. Click ...
Thu, 2 Mar, 2023 11:49 AM
How to schedule task, Meeting, Calls in leads:
From the Leads list click on Name and you can view details of Leads like below
you can add Notes ...
Thu, 2 Mar, 2023 11:58 AM
How to convert lead in to your customer:
You can convert lead in to Customer for this you need to go to Action drop down --> select option as C...
Fri, 3 Mar, 2023 4:36 PM
How to schedule resource with task/activities in ERPCA?
In Taskboard, you can schedule your resource for task and activities. you can assign task, edi...
Mon, 7 Aug, 2023 4:42 PM