Each contact record maintains an independent history of notes & tasks. This allows you to maintain a history of your interactions by client.
Notes
Notes allow you to keep track of just about anything related to a contact. You can add background information, latest blog articles, notes on conversations, copies of email messages, just about anything you can cut and paste you can add to the notes field. (Please note that images are not currently supported and can be saved as “files” along with a contact record)
To add a note, click on any contact record to display the contact detail page. Then (1) enter a note in the text box under the heading “Conversations and Notes”. When you have finished entering your note then click on the (2) “Add note” button.
Notes are time stamped and signed with the user ID who created the note. The creator (or administrator) may edit the note or delete the note. Notes are displayed in reverse chronological order with the most recent not being displayed first.
Tasks
The task panel displays all tasks (past and present) for this particular contact. This allows you to keep track of what you have done in the past as well as what you need to do in the future.
You can take an action on an existing task by clicking on the appropriate icon as displayed above (1). The icons include view task detail, edit task, complete task and delete task.
Add a task
You may also click on the button (2) “Add new task” to quickly create a new task associated with this contact. To add a task follow these instructions:
Step 1 – Select the type of task from the drop down list. Default types include set meeting, call, lunch, followup or you can create your own type of task by selecting “other”.
Step 2 - Pick a date & time that this task will be due.
Step 3 – Select the status of this task. The default choices include Pending, Done, Cancelled and Other (which allows you to create your own status). By using task status you can quickly see what you need to do in the work bench and task lists.
Step 4 – Select the MioUser that is assigned to this task. This gives you the ability to coordinate with your team and assign tasks to the proper person. Once a task is assigned to another user it will show up on their Workbench so that they may complete the item.
Step 5 – Describe the details of the task in text.
Step 6 – If there is a file to be associated with this task, you can attach it by browsing your local computer.
Step 7 – Click “Add a Task” to complete the process.
