To link an entity to a CRM task

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During the progression of a CRM task, the availability of related system information located within specific module areas may be required in order to complete all relevant activities. For instance, where a task exists to process a repayment arrangement, it would be necessary for the allocated owner to link the task to the relevant rent account. These system fields - entities - can be configured within the task definition and are then automatically triggered via the associated subject when the new CRM case is formulated, prompting the end user to select the appropriate entity value relevant to the active CRM task. However, where no assigned entities have been inherited from the task definition, these must be set manually before the new task can be progressed.  


The procedure to link an entity to a CRM task is as follows:

  1. Prerequisite procedural steps are covered separately in the topic To add a task to a CRM case. Refer to these before proceeding to step 2.
  2. With the Select Task Entity window displayed, revealing a list of all previously linked task entities relating to that contact (or contact group), highlight the specific row matching the existing entity to be linked to the active CRM task 1.
  3. Alternatively, to select a new entity, enter a description into the Search For Entity field provided i.e. to identify the appropriate entity for the active CRM task 2. All possible matches are returned in the Search Results summary table.
  4. Select the desired entity from the filtered results list; otherwise, where the choice of entity for the CRM task is unknown or ambiguous, activate the Entity Unknown tick box provided 3.
  5. Click on Save.


Note

1 The entities available for selection will be limited to those that match the definition of the active CRM task.

2 The field will operate as a dynamic search function and match against any element of the entity description, based on the successive characters entered.

3 CRM tasks that are denoted as Entity Unknown cannot be automatically allocated to an owner.


See related topics...

CRM task management overview

To add a task to a CRM case

To allocate an owner to a CRM task