This article explains how to create a service delivered record from a task record.
You can set tasks as a reminder to perform services. If you regularly use tasks, it can be a useful way to remind yourself to create a service delivered record.
To create a service delivered record from a task:
- Look for the task in your tasks panel on your home screen. You might need to use the drop-down list to find older or outstanding tasks.
- Click on the name of the task.
You can also navigate to tasks from the Activity tab or Feed on a client's contact record.
- This will open the task record. Click on the Related tab.
- This will load a Services Delivered panel. It may take a moment. From here, you'll be able to see a list of services delivered against this task. You can click on the Add Services Delivered or Adhoc Service buttons to create a new service delivered record.
Click on the Add Services Delivered button and follow the steps to create a service delivered record manually.
Click on the Adhoc Service button to create a service delivered record for a service without a service agreement.