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Tasks Management
First, you must first login and navigate to the main dashboard
- Then, select menu button "View Customer". Once open select one of the customer, see Figure.1
Figure.1
3. After you've selected and entered the customer details menu then swap-down your screen down to find the posts in the management "Tasks", See Figure.2A & 2B
Figure.2A Figure.2B
4. Go to the "Tasks" section.
5. After "tasks" opens you will see there are 2 options available, but there should be 3, that is Active, Lock, and Close : (See Figure.3)
Figure.3
a. Unlock / Lock : this feature works for unlocked or locked customer status.
b. Reopen / Close : this feature works to opened or closed the status in the customer.
How-To Change the Status of Customer, here an example :
Activities Management
- First, you must first login and navigate to the main dashboard
2. Then, select menu button "View Customer". Once open select one of the customer, See Figure.1
Figure.1
3. After you've selected and entered the customer details menu then swap-down your screen down to find the posts in the management "Activities", See Figure.2A &2B
Figure.2A Figure.2B
4. Go to the "Activities" section
5. After "Activities" is open you will see statistics or activity history from your customer's status, See Figure.3
Figure.3
it works on the Customer Management section of Tasks and Activities