Maintaining Task Types

Video Tutorial

ConvallisCRM allows you to set up tasks for individual contacts. First though you need to set up your task types.

To do this click Administration, then click Maintain Lists, this will open the Maintain Lists dialogue, to maintain the Task Types, click the tab labelled Task Types.

To add a new Task Type click Add, this will open a new window where you can type in the name of your new Task Type. Once done click OK where it will save your new Task Type.

To delete a Task Type click Delete, which will open a message box to comfirm the deletion, click Yes.

To edit the name click ... button, this will open a box where you can edit the name. Click OK after editing to save the changes.