The CRM+ Dashbaord shows all CRM+ Tasks assigned to you. See What is RecDesk CRM+?
Navigate to the Dashbaord and click on the CRM+ tab
The CRM+ Dashboard
- You will see all CRM+ Tasks that are Open by default. To show completed CRM+ Tasks, click Show completed tasks. To switch back to open CRM+ Tasks, click Show open tasks.
- Check the box beside a task to mark it as complete. It will no longer display on your screen since you are viewing Open Tasks. Click Show completed tasks and the task will now show there.
- To mark a task as open (incomplete), click Show completed tasks and then uncheck the task to mark it as open. It will no longer display on your screen since you are viewing Completed Tasks. Click Show open tasks and the task will now show there.
- Click on the blue entity name (ie Invoice #0007862) to go directly to the CRM+ task list of that entity.