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This text refers to program version 8.4  

Operations Menu - Activity - Open Main Task

This page describes the 'Request Approval' function on the Operations menu in the Activity record window. If you are using iOS or Android, the 'Request Approval' function is on the Tools menu (with 'wrench' icon).

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A "Sub Task" is a subsidiary Activity that is connected to an umbrella Activity (the "Main Task"). For example, you might create a Main Task to represent a project, and then add Sub Tasks that represent the individual jobs that need to be carried out to complete the project.

If you are viewing a Sub Task, you can use the 'Open Main Task' function if you need to open the umbrella Activity. When you select the function from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android): the umbrella Activity (Main Task) will be opened in a new window.

If the Activity you are viewing is not a Sub Task, selecting the function will have no effect.

Please refer here for details about Main Tasks and Sub Tasks.

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task
  

• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu, including:
  
  • Customer Status
    

  • Send Calendar Invitation
    

  • Open NL Transaction
    

  • Open Main Task
    

  • Request Approval
    

  • Copy to iCal
  
  
• Create menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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