The new Auto Task Generation process uses the following Task Templates. These templates are shipped with “X” (Cancelled) as the status. Any of these tasks you want to use should be changed to “O” Open on the Task Template screen, and edits made only to the “assignments”, “priority” and “descriptions” Please do not change the ‘tags’ you see in the record (things in <> are ‘tags’).

A new training module focusing on new encounters/phone calls is now available for all paid CRM customers. The screen in segment 04 has been modified and improved for better navigation. Please use this training module for training and review.

We have recently updated the CRM Icon Installer to take into consideration the fact that Rocket Software UniData is not always installed in the default location. We have delved into Microsoft .NET programming to accomplish this. (What a pain!)
The program is not perfect but it accomplishes what it needs so you, the user, do not have to figure out the settings and edits required. Please see the instruction below for the link to the program and instructions.

In the case where a user starts a call, and saves it without a stop time, then completes the call at a later time, the Contact record was left locked in error. This patch corrects. Note that in normal operation, had that user moved through menu choices in HRP, the lock would have been cleared – usually escaping notice. This fix is recommended for ALL CRM USERS.