Tweet
FEATURE- convert or LINK TASK to Appointment
I often have a TASK that needs to be linked to an appointment .
I often have people leave messages which may involve details about some issue I write in notes and I log all this into my TASKtocall : when speaking later with them I eaither will make an appointment or register CALL as something I have to do.As it is originally a TASK I want to move/copy all this while talking to an appointment (task--> appointment calendar ) or another TASK ( TASK ---> task )
e.g : ( say my TOcall category to --> service category in say to complete in 2 weeks )
... but I still want to register that I spoke to that person on the day registered as reference
DAY1 - MEssage on my desk ... CALL bob re fixing his printer --> enter into TASK (DATE:day1 , category TO CALL)
DAY1 - CALL bob - he tells me its a dx65 printer and needs it fixed by 4 weeks and drop it in 2 days time --> COPY TASK into ( DATE to complete 4 weeks , category SERVICE)
... timme passes 2 weeks
DAY 14 : I enter into last TASK completed/date and enter details about charges and fault .
I call bob to say its fixed , we arrange a time day 16 to meet .
I log into DEJA and copy convert TASK to an appointment leaving a copy in TASKS but appointment copies info or [LINKS] to the task above .
I realise you have a CLIENT LINK to task or schedule. but SCHEDULE and TASKS cannot be linked .
Logically you see the scedule and bring it up ..
It wil lsay Bob is LINKED but it wont show a link to the TASKS.
Any info how to do this would be great
I often have people leave messages which may involve details about some issue I write in notes and I log all this into my TASKtocall : when speaking later with them I eaither will make an appointment or register CALL as something I have to do.As it is originally a TASK I want to move/copy all this while talking to an appointment (task--> appointment calendar ) or another TASK ( TASK ---> task )
e.g : ( say my TOcall category to --> service category in say to complete in 2 weeks )
... but I still want to register that I spoke to that person on the day registered as reference
DAY1 - MEssage on my desk ... CALL bob re fixing his printer --> enter into TASK (DATE:day1 , category TO CALL)
DAY1 - CALL bob - he tells me its a dx65 printer and needs it fixed by 4 weeks and drop it in 2 days time --> COPY TASK into ( DATE to complete 4 weeks , category SERVICE)
... timme passes 2 weeks
DAY 14 : I enter into last TASK completed/date and enter details about charges and fault .
I call bob to say its fixed , we arrange a time day 16 to meet .
I log into DEJA and copy convert TASK to an appointment leaving a copy in TASKS but appointment copies info or [LINKS] to the task above .
I realise you have a CLIENT LINK to task or schedule. but SCHEDULE and TASKS cannot be linked .
Logically you see the scedule and bring it up ..
It wil lsay Bob is LINKED but it wont show a link to the TASKS.
Any info how to do this would be great
Comment