Community mailing list archives

Visit Report and Task Template

- 10/21/2014 04:47:01
Hi Community,

can anybody tell me how can I create visit reports of Customers?
They should be shown also by the Customer and also in Projects or at 
least by one of them.

Furthermore I would like to ask if somebody knows if there is a 
possibility to create tasks and save them as templates?
I create a project with task and save it as a template but then tasks 
are not within they are shown nowhere.

Thank you very much in advance.

Mit freundlichem Gruß

Nebahate Hajra

DV IDEE Beratungsgesellschaft mbH
Brabeckstr. 167c
30539 Hannover
Fon  : 0511 848 32 30
Fax  : 0511 848 32 33
Handelsregister : HRB 55451 - Amtsgericht Hannover
Umsatzsteuer-Identifikationsnummer : DE177008842
Geschäftsführer : Ralf Nickel