From the Tasks list, users can create and assign tasks to other staff that will be connected to the contact record. Once created, tasks will appear on that staff’s AmpliFund calendar, and they will receive email reminders related to that task.
- Open the Contacts module.
- Select a contact type in the Left Navigation Panel.
- Click a contact name.
- Open the Tools tab>Tasks.
- Click the (Mark as Complete icon) next to a task name.
- In the confirmation pop-up window, click Mark as Complete.
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