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The Difference Between Tasks & Appointments

February 22, 2022
Uncategorized

Tasks and appointments share a lot of similarities within Sage CRM. They share the same entry screen and appear in communication lists, but there are a few differences too.

Similarities Between Tasks & Appointments

Both Tasks & Appointments share the same entry screen
Both can be customized
You can set on-screen or email reminders
All communications, regardless of status live within the communications folder for the Company, Person, Opportunity or Case they were connected to

Differences Between Tasks & Appointments

Tasks

Tasks do not have a duration (start and end). They strictly have a due date.
Tasks are for a single person.
Pending tasks appear in the Task section of My CRM / Calendar

Appointments

Appointments have a duration (start and end)
Appointments can be for multiple people
Appointments show up on the Calendar section of My CRM / Calendar
When creating an appointment, you can check the availability of the users being scheduled for the appointment.

You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.

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