Solutions > Core4 CRM

Search by Tasks Assigned to Me

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?

Jerel Malong:
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, 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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