Creating a task from the customer card
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When creating a task, you should first fill out the standard information (due date and responsible employee). After pressing "Create", the task is automatically bound to the customer from whose card it was created.

If you need to add a comment to the task, click on "Add comment". A comment can be left when you first create the task, or later on and when viewing it in the "Previous interactions" block.

Created tasks are displayed in the "In work" section.

Tasks that are not completed on time are marked with a red bar on the left. If you tick the check box next to a previously created task, it will be considered completed.

For more information on working with tasks, see the related section.

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Customer notes
An unlimited number of notes can be created in the system for each customer. You can also view notes in the customer list.
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Sending an email from the customer card
To send e-mails, the templates for the "Customer" event are also used. In some cases, you may need to confirm the sender's e-mail in the system settings.