PDi Spirit CRM for Pastel Partner Accounting

Serial No(s) assigned to Tasks

Serial No(s) assigned to Tasks

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Serial No(s) assigned to Tasks

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The serial numbers assigned to tasks viewed on the customer screen will display all serial numbers assigned to tasks for the active customers. Multiple tasks may appear if a serial number is assigned to more than one task.

 

The screen also allows direct access to the linked task, and if a service/repair document has been assigned to the task, it can be accessed via this tab.

 

customer_SerialNoAssign