From the CRM menu at the top of the screen, select Client Enquiry from the drop down.
In the Client search type a client name.
The client’s name is highlighted as a hyperlink. Click this link to open the Client Enquiry screen.
At the top of the screen, click the Tasks button to open the Task Enquiry dashboard. Here, you can see all tasks assigned to this client on the left-hand side of the screen.
Select the Terminated tasks checkbox above the tasks area to include all historical tasks that have been terminated. These tasks are hidden unless this box is ticked.
All information shown on this screen relates to African Mobile Services , with the service details displayed just below.
Task information display
Information is shown based on the task you have selected.
When a task is highlighted, you can see the partner , manager , and billing manager linked to that task for reporting purposes. Note that the partner and billing manager for the task may differ from the client’s overall partner or manager.
The WIP balance and task estimate dates displayed also relate to the task that is currently highlighted.
When you select the Business Advisory task, the information updates to show the details for Business Advisory.
This behaviour is the same as you move through each task – the information refreshes based on the task selected.
Quick link reports
Once you’ve selected the tasks you’re working on, you can use the quick link reporting buttons (hyperlinks) for more detail.
For example, if you select Time , you can view the related WIP entries.
If selecting the Employee Analysis button the system populates a WIP analysis by employee listed alphabetically.
Select the other buttons and quick links to explore the Task Enquiry dashboard.