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PortalProdigy Key Features
>> Task Management and
Tickler Notes |
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Now everyone within your organization can keep track of
what’s going on. Using PortalProdigy’s Task Management and
Tickler Notes system everyone can manage and schedule their
activities, appointments, meetings, tasks, reminders,
follow-up, notes, and more. It is also a fantastic groupware
tool for collaborating on assignments, projects, and customer
opportunities. Tasks and notes can be designated as private or
they can be shared with permitted users including other
members of your organization, clients, contractors, etc. Task
Management and Tickler Notes is fully integrated with
PortalProdigy’s other features including Contacts, Help Desk,
Members, Orders, Products, Requests, and Time Billing,
allowing you to attach notes and relate tasks to specific data
records.
Task Management and Tickler
Notes features and benefits include:
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Centralized task and notes
database.
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Centralized Calendar.
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Create an unlimited number of task and
tickler records.
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Create an unlimited number of notes and
time log entries for each task.
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Attach documents to
tasks.
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Schedule tasks including start and end
dates.
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Track scheduled vs. actual start and end
dates.
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Track billable time for each
task.
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Calendar option allows you to view tasks
by Day, Week or Month.
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Tasks browser allows you to search and
view tasks. Includes user defined selection criteria and
sorting.
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Customize task views by user. Allows each
person to select the data elements they wish to see.
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View your personal tasks as well as tasks
assigned to others. Viewable tasks are controlled by
definable access permissions
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Attach notes and tasks to Contacts,
Events, Members, Orders, Products, Projects, and Requests
records.
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Assign tasks to other
individuals.
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Organize tasks by standardized subjects,
task types, and prospecting types. Task types and
prospecting types are user definable.
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Tasks contain quick links to retrieve and
display Contact and Company records.
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Project collaboration
(Groupware).
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Print a variety of
reports.
Task fields include:
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Task Type.
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Task Description.
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Parent Task.
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Task Sort Order.
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Scheduled Start Date &
Time.
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Scheduled End Date & Time (Due
Date).
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Actual Start Date &
Time.
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Actual End Date &
Time.
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Is it Billable?
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Is it a Deliverable?
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Is it a Milestone?
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Status.
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Schema ID.
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Schema Component ID.
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Work Order #.
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Viewable By Group.
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Assigned To Person.
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Created Date and Time
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Last Modified Date and
Time.
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Created by User Name.
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Last Modified by User
Name.
Note and Time Log Entry fields
include:
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Isn’t it time to take
your website to the next level? |
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Call today for a free
consultation. (800) 268-6649 |
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