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This is in Max 8. If I create a new task and check the completed box, it doesn't add the task to the notes. If I uncheck and recheck the completed box, the notes are added correctly. How come I can't create a new task, check completed, and have it show up in the notes? I checked the setup and completed taskes is set to log to notes, so that part looks right as it works correctly every other time. The reason this is being questioned is when our sales staff makes a phone call, they create a task when the call is made and check the completed baox so it shows in the notes for that contact. Maybe there is an easier way to accomplish this, but they hate having to do this in 2 steps instead of just one.
 
Posts: 11 | Location: Ohio | Registered: August 09, 2005Reply With QuoteEdit or Delete MessageReport This Post
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CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    Completed task not in notes

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