Tasks

Task

Roll cursor over data fields below for more info

Overview- Project management. Select category and provider, as well as procedures and products that accompany the Task. For detailed notes and attachments click on the attachments tab.

Toolbar:

Email Options- Set options for emailing this form.
Email- Email this form.
Page Setup- Set the print options for this form.
Print Preview- Preview the form as it will appear printed.
Print- Print the form to a connected printer.
Invoice- Create an Invoice based on this record.

Added By- Computer generated - shows who created the record.

Created- Computer generated - shows when the record was created.

Update- Computer generated - shows when record was last altered.

Contact, Provider- Use the lookup button to locate and select.

Initial and Completed Dates- Select appropriate dates for your records.

Invoice- This will be added by the system when an invoice has been generated.

Status- Select the status of this record. Selecting closed locks the record from further editing.

Category- Task category. To add a new category, right click the down arrow to add or edit.

Procedure Selection Button- Opens the procedure selection list.

Remove- Removes Highlighted items from the list.