Articles tagged #CRM
Articles tagged
#CRM

Including CRM Tasks in Project Totals

CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.

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Unable to Set the Reminder Type and Reminder Time on New Event When All Day Checkbox Is Checked

User needs to set the reminder type and reminder time on New Event when All Day checkbox is marked.

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Create Event > Add Attendees > Email Checkbox is Automatically Marked

When creating an event in Netsuite, after adding a new attendee, the Email checkbox is automatically ticked. User would like to know if there a way to have it always be set to unchecked.

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