7.1 Create Task

This topic describes the information about Create Task.

The Create Task page facilitates user to create a task. User can create a task for performing various actions on an account for collection of amount due from the customer. User can also provide the workflow for the task that user want to create.

Table 7-1 Field Description: Create Task

Field Name Description
Task Type Indicates the task type.
The options are:
  • Customer Call
  • Letter
  • Email
  • Data Capture
Task Code Indicates the unique identification code of the task type.
Task Description Indicates the description of the task.
Workflow Indicates the workflow of the task.
User Defined Field Indicates the user defined field of the task. This field will only appear when task type is selected as Data Capture.

This topic contains the following sub-topics:

  • Create a Task
    This topic describes the information about Create a Task.

Parent topic: Task