Navigate to the Diary section from the Dashboard
.
From the diary home screen, click the 'NEW ENTRY' button placed in the top left hand side screen.
Customer documents: Quote / Sales Order / Invoice / Other
Supplier documents: Purchase Order / Other
Customer subjects: Create in admin
Enter brief description
Select a action date (due date)
Select other users who are required to complete the diary task.
Only the users can complete a task assigned to them.
Once an users has completed their task, a completion date and time stamp will be automatically applied.
Click the add button to add a new note or update to the task for other users to view.
Users can also attach documents to diary entries from increased transparency and organisation.