How do I create a task for an enquiry?

This article will explain how to create tasks within an enquiry record. This will allow the diary task to be viewed alongside all other task and work entries for the client. However, when this particular task is selected it will also navigate you directly to the enquiry.

Also, creating the tasks within the enquiry records allows you to identify work completed with reference to a specific enquiry.

Tasks for enquiries can be created from two locations within CCD - Clients > Holdings > Enquiries and select the Tasks tab:
Alternatively enquiry tasks can also be recorded via the fact find module, Fact find > Analysis > Advice and select the Task tab:
New tasks can be added in either location by selecting Add Task at the top right of the screen.

Select the Task group and Task from the drop down lists and enter any additional notes. If the task needs to be followed up at a later date it can be added to your CCD diary by using the Further action required and Override date fields. You can also record the follow up work to be actioned by someone else by selecting their reference from the By whom drop down list, the task will then appear in their CCD diary.

Once the task is complete, select Mark task complete at the bottom of the screen. The task will be removed from the diary and the clients outstanding work and stored on the client record for future reference.