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How to delete recurring tasks?
Click on the Activities tab, go to Tasks and click Edit on any instance of that recurring task. Click on "More Actions" at the top of the Edit form, and Edit Repeat Series. Set the end date for the series to "Today".
What Are Activities Used For
An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales ...
What decides which records appear under Recent Activities?
The last 5 activities will appear under Recent Activities.
How to set reminders for activities.
There are two options for reminders: Alert through Email Alert through Pop-up For tasks, you have the option to choose the type of reminder you want. For events, you cannot choose the reminder options. Both the reminders options are enabled, by ...
Nonprofit Vertical CRM Common Operations
How Can I... · Navigate Records · Search Records · Create Records · Create Records Individually · Import Records · Capture Records from Website (Using Web-to-record Form) · Export Records · Print Records · Restore Deleted Records · Merge Duplicate ...