{"id":25965,"date":"2021-11-17T13:47:37","date_gmt":"2021-11-17T13:47:37","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25965"},"modified":"2021-11-17T13:47:39","modified_gmt":"2021-11-17T13:47:39","slug":"mark-task-complete-from-calendar-tab","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/17\/mark-task-complete-from-calendar-tab\/","title":{"rendered":"Mark Task ‘Complete’ from Calendar Tab"},"content":{"rendered":"\n

Calendar <\/strong>is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily, weekly, as well as on monthly basis. Even the calendar allows you to search the communications based on action and status. As Sage is improving the Calendar feature to make it easier and more responsive for users, Sage added one more feature in the Calendar tab.<\/p>\n\n\n\n

Related Stuff:<\/em><\/strong> Error in Document Drop functionality from Sage CRM 2020 R1 to 2021 R1<\/a><\/p>\n\n\n\n

In this blog, we are going to discuss about the new feature introduced in the area of Calendar in Sage CRM, i.e., \u201cMarking a task as Complete from Calendar Tab itself within MY CRM\u201d<\/strong>.

In the older version of Sage CRM, when communication is newly created in the CRM, the status is set as Pending by default. After the task or appointment is completed, communication status needs to be updated manually as Complete for future reference. In two ways you can mark the communication as Complete.

Firstly, you have to find the communication and then select the \u201cComplete\u201d<\/strong> option from the Status dropdown field and hit the save to mark the communication as complete.<\/p>\n\n\n\n

Another way is to navigate to the communication tab of any entity like on Company, Person, Cases, lead or Opportunity, etc. Click on the logo image in the Status column of the communication list. On click of the status logo, screen navigates to respective communication summary where communication status is automatically set as \u201cComplete\u201d<\/strong> and click on save to mark the communication as complete.<\/p>\n\n\n\n

To avoid such a long and time-consuming process, Sage introduced a new feature in the area of the Calendar Tab. With the help of this new enhancement, you can mark the Status of your task to Complete without opening the task within the calendar tab.
<\/p>\n\n\n\n

Follow the below steps to mark the Task as Complete in the Calendar Tab within MY CRM:<\/p>\n\n\n\n

  1. Go to the My CRM -> Calendar Tab.
    <\/li>
  2. Within the Calendar tab, Click on the Tasks calendar view.
    <\/li>
  3. In the Complete column of Tasks list in Calendar Tab, click the empty check box icon beside the task whose status you want to mask as Complete. You can refer to the below screenshot for your reference.<\/li><\/ol>\n\n\n\n
    \"Mark<\/a>\n\n
    Mark Task as Complete<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Once you mark the task as Complete from the Calendar tab, as a result, the task status is changed to Complete and the icon in the Complete column is changed to the selected check box. You can refer to the below screenshot for the same.<\/p>\n\n\n\n

    \"After<\/a>\n\n
    After marking Task as Complete<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    In this way, you can mark the Task as Complete from the Calendar tab within My CRM in just two or three clicks. Just note that this method is available in the Calendar tab only within My CRM.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49,55,57,70,136,152,153,219,255,4291,332,396],"tags":[3660,3642,3695,4505,2819,711,712,715,4119,4504,2414],"class_list":["post-25965","post","type-post","status-publish","format-standard","hentry","category-calender","category-checkboxes","category-choice","category-communication","category-enhancements","category-feature","category-features","category-list","category-my-crm","category-new-feature","category-sage-crm","category-task-sage-crm","tag-calendar","tag-calendar-in-sage-crm","tag-calendar-list-in-sage-crm","tag-calendar-tab","tag-calendar-tab-crm-2017","tag-communication","tag-communication-list","tag-communications","tag-complete-communication","tag-mark-task-complete-from-calendar-tab","tag-task"],"yoast_head":"\nMark Task 'Complete' from Calendar Tab - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/17\/mark-task-complete-from-calendar-tab\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mark Task 'Complete' from Calendar Tab - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Calendar is one of the most effective features available in Sage CRM. 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