Related
Objects
Related
ObjectsSee also: Edit Task dialog box, Task Details
Click 
Search
button beside Opportunity field to
select appropriate opportunity from the Lookup
SalesOpportunities select box
Click Search
button beside Lead field to select
appropriate lead from the Lookup Leads select
box
Click Search
button beside Case field to select
appropriate Case from the Lookup Case
select box.
Note:
If the present task is Follow Parent
then, you cannot associate the present task to another case
and Search
button beside the field is not available.
Click Search
button beside Asset field to select
appropriate opportunity from the Lookup SiteAsset
select box. The field displays Serial No
and Asset Tag
Click Search
button beside Part Number/ Rev. field
to select appropriate Part from the LookupPart
select box. The field displays Description
and Revision details
Enter few words that describe about the present task
If the present task is associated to a specific work order, then Work Order ID is displayed in this field. If the present task is routable then, this field is empty.
