Task Listing

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Task Listing

The Task /Activity Listing report will generate a list of activities based on the selections made.

 

Task_Activity_list

 

Enter the account number range, indicate whether this range covers all account types, customers, prospects or suppliers only and the activity status type (open or closed).

 

Specify the activity type range and the date the notes were created. Check this box if you only wish to print notes assigned to you for follow-up.

 

If you print all notes, if a note is private, it will not be listed unless you are the person linked for the follow-up.