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Author Topic: Search by Tasks Assigned to Me  (Read 1645 times)

susan.smith@seahold.com

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Search by Tasks Assigned to Me
« on: June 09, 2014, 09:58:48 AM »

How do I search for activities requiring my attention (such as tasks, phone calls, etc) that are assigned to me?   If I "snooze" an activity, when will I see it again?
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Jerel Malong

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Re: Search by Tasks Assigned to Me
« Reply #1 on: June 10, 2014, 04:22:53 PM »

Hi Susan,

Activity records that are assigned to a certain contact can be found in:

- specific Contact-Activity subtab
- Activities Module. Perform find on the "Assignee/Calendar" Field
- Dashboard

Regarding the "snooze", you will see it reappear within the designated "snooze" time frame. Similar to a calendar notification in Outlook or other similar programs, there should be a "remind me in ## minutes."

If you have further questions, please feel free to reply, email support@productivecomputing.com, or give us a call directly at (760)510-1200. We are available any time Monday-Friday from 8am-5pm PST.
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