Service Description Tasks & CRM Tasks Tasks Title Widget Widget Description Tasks     Number of tasks Top right corner in the colour of the highest priority. Prio Z: dark red Prio A: red Prio B: orange Prio C: none Available in Homepage dashboard Customer details   Shows the first 4 tasks, sorted by Name If available, the end date is shown Click in the homepage dashboard: opens "Customers of a task" Click in the customer dashboard: opens the task for the customer. vertical bar on the left Prio Z: dark red Prio A: red Prio B: orange Prio C: none Processing status is symbolised by the circle. In the customer dashboard Empty: non-completed Half: In progress  In the homepage dashboard The circle is filled proportionally, depending on how many customers have already completed the task. Number of tasks Click shows the task summary Number of new tasks since the last transfer Click opens the summary page, but shows only new tasks since the last transfer Available in Homepage dashboard Customer details Customers of a task Title:  "Name of the task" Lists all customers for whom this task is still open Grid Click Swipe Views Opens the task for the customer Opens the customer Table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible In progress: orange Customer columns as with customers ASC (Name1) As with customers Start VisibleOnlyLandscape DD.MM.YYYY End Visible DD.MM.YYYY Task summary Title:  Tasks Grid Click Swipe Views Opens the task  Table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible ASC Prio Z: dark red Prio A: red Prio B: orange Prio C: none Task Visible Yes Start VisibleOnlyLandscape DD.MM.YYYY End Visible DD.MM.YYYY Open Visible shows the number of still open entries Only via homepage dashboard  Done VisibleOnlyLandscape shows the number of completed entries Only via homepage dashboard  Total VisibleOnlyLandscape shows the number of all (open + done) entries Only via homepage dashboard  Status VisibleOnlyLandscape Non-completed In progress only via customer dashboard Priority Hidden Task Title: "Name of the task" Task form Button below  Save - Saves the task Complete - Completes the task, it can no longer be edited FAQ   Release   CRM CRM Title Widget Widget Description There is one widget per CRM Form in the corresponding Type for which it is valid. For example Contact, Customer, Opportunity etc.     Header Back without Save Title: "Name of the Query" Form of the Query Button below: Save  Closes Job. FAQ   Release