Using the Task Manager - Header
- Person, Type, Customer, Priority
- If the list of Activities is a long one, you can reduce it to show Activities of a particular Person, Type, Customer and/or Priority in any combination using the fields above the list. For example, to list sales calls, enter the appropriate Activity Type in the Type field and press Tab or Return. To further reduce the list to show calls to be made to a particular Customer, enter the appropriate Customer Number in the Customer field and press Tab or Return once more.
- You can use 'Paste Special' from the Person, Type and Customer fields to ensure the correct entry.
