How to get started with CRM TODO / activity in Connectwise
Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM | |
Reference this article to get started with ToDo notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0
This article will display how todo activities are generated for Connectwise. ToDo activities for Connectwise can be generated under Contact or Opportunity. Within Mindmatrix contact todo will be generated using the referenced article here Connectwise CRM holds activities in the Activities module, as well as inside of each of the mentioned areas. Screens shots are below.
Dashboard / Contact:
From Contact Screen:
Opportunity:
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