Associating my Tasks

• Can I associate my Tasks to an Opportunity?
Sure. Once you have your opportunity created, you may associate any tasks you want with it. When a task is being created, choose Opportunity in the Parent Type field and a scroll menu will appear. Simply choose the opportunity you wish to associate the task with, and finish creating that task: the desired association its now done. This process is also valid when you are creating a quick task or when you are editing a previously created task.

• Can I associate my Tasks to a Need?
Sure. Once you have your need created, you may associate any tasks you want with it. When a task is being created, choose Need in the Parent Type field and a scroll menu will appear. Simply choose the need you wish to associate the task with, and finish creating that task: the desired association its now done. This process is also valid when you are creating a quick task or when you are editing a previously created task.

• Can I associate my Tasks to a Supplier/Potential Supplier?
Sure. Once you have your supplier's account created, you may associate any tasks you want to his account. When a task is being created, choose Account in the Parent Type field and a scroll menu will appear. Simply choose the supplier you wish to associate the task with, and finish creating that task: the desired association its now done. This process is also valid when you are creating a quick task or when you are editing a previously created task.

• Can I associate my Tasks to a Client/Potential Client?
Sure. Once you have your client's account created, you may associate any tasks you want to his account. When a task is being created, choose Account in the Parent Type field and a scroll menu will appear. Simply choose the client you wish to associate the task with, and finish creating that task: the desired association its now done. This process is also valid when you are creating a quick task or when you are editing a previously created task.

• Can I associate my Tasks to a Contact?
Sure. Once you have your contact created, you may associate any tasks you want with it. When a task is being created, choose Contact in the Parent Type field and a scroll menu will appear. Simply choose the contact you wish to associate the task with, and finish creating that task: the desired association its now done. This process is also valid when you are creating a quick task or when you are editing a previously created task.