By Jessica and 2 others3 authors5 articles
Setting a TaskThis article outlines how to set a Task on a record within the CRM.
Clearing a Task from a ContactThis article outlines how to remove a Task from a Contact.
Adding Notes in the Activity & Note VisibilityThis article outlines how to add a note to a record in the CRM. This could be an Opportunity, Problem, Contact or Company.
Make Task Notes OptionalChoose to make Task notes optional in the CRM - great if you're setting lots of Tasks daily that don't need a note each time.
Making Tasks Required or Optional for Opportunity & Problem StatusesHow to edit whether a task is required or optional for opportunity & problem statuses.