A Task can be updated to show individual(s) were contacted.
To add a new Contact to a Task:
- Select Contacted from dropdown menu
- Select Method of contact from the dropdown menu
- Add Note if desired
- Toggle on Mark Note as confidential (if applicable)
- Tap Save to save or "X" to exit without saving
Consistent with Portal Functionality:
- Share Notes With - allows notes to be shared with other contact items that were entered on the same contact form as the current Task
- Transfer Task - allows users to transfer the current Task to a new Ministry &/or assign it to a different Portal User
- Disposition - allows users to specify the outcome of a Task. Dispositions are set up in Close Task
- Close Task - Indicates that all necessary follow-up has been completed & changes to the status of the Task to Closed
Updated