Company: Diary & Tasks

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About

Tasks are built into the RecruitOnline system and can be linked to specific Client and Contact records. In the Client view - the Diary & Tasks tab includes the following;

  • Add Client Task - method to add a task to the client that you are working on
  • Client Tasks - previously added tasks to the client you are working on
  • Activity Sets - method to link an Activity Set to a client
  • Add Projects - method to add a project to the client you are working on
  • View Projects - method to see previously added projects to the client you are working on
  • View Opportunities - method to see previously added opportunities to the client you are working on



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