6.4 Add Task
In the Inquiry Grid list, the user, with View and then Actions can create a Task. In the pop-up form the user fills-out the required fields and saves the task. The status of the Inquiry is updated to 'In Process'
In the Inquiry Grid list, the user, with View and then Actions can create a Task. In the pop-up form the user fills-out the required fields and saves the task. The status of the Inquiry is updated to 'In Process'