If you want to clear a Task/Recall that's been set against a Contact, you can do this one of two ways:
- Click the 'Next Action Due' button in the Communication tile, or
- By using the Activity section of a Contact
Certain statuses of other records (Opportunities and Problems) may require a Task/Recall before the window can be closed, so the below functionality will only allow you to add notes and change the Task/Recall user.
Next Action Due button
Step 1: Open a Contact
With the Contact open, you can see who the Contact is currently assigned to in the Communication tile on the right-hand side if you're using a large screen, or at the bottom of the page on a smaller screen.
Step 2: Select Next Action Due
Clicking the 'Next Action Due' button will open the Task/Recall window and allow you to clear or amend the Task/Recall.
Step 3: Click Clear Task/Recall
You can add a note in this window and then click the 'Clear Task/Recall' button to remove the Task/Recall.
If you don't fill in any notes on the Activity window, pressing 'Clear Task/Recall' will add a default 'Task/Recall Cleared' note for you into the text box.
Step 4: Click Save!
Once happy with information, click 'Save', and this will clear the Task/Recall and update the activity page.
Using the Activity panel
Step 1: Add Notes
By clicking on the 'Add your reply here...' section, it'll open up a text box for you to enter in any notes that you wish to add when clearing the Task/Recall.
Step 2: Click Task/Recall
Once happy with the message, you can click the 'Task/Recall' button. This will open the Task/Recall window.
Step 3: Select Clear Task/Recall
Clicking on the 'Clear Task/Recall' button will remove the Task/Recall from the currently-assigned user.
If you didn't fill in any notes on the Activity feed, pressing 'Clear Task/Recall' will add a default 'Task/Recall Cleared' note for you in the text box.
Step 4: Save!
Once happy with the information, click 'Save' and this will clear the Task/Recall and update the Activity feed.