CRM - Task Rule
To view the Task Rule record viewer, select Utilities > CRM > Recurring Task Rule from the TeleTracker Online menu bar. The Recurring Task Rule generates multiple Tasks for TeleTracker Online users based upon customizable configurations.
Code: Enter a Code for the Recurring Task Rule. The Code cannot contain any spaces or special characters.
Description: This field is used to further describe your Recurring Task Rule.
Recurrence Pattern: The recurrence pattern identifies your desired recurrence configuration.
To save the Recurring Task Rule, click the button located on the toolbar.
Task Definition -- Task Rule -- Recurring Task Rule -- My Current Tasks
CRM / Task Setup