CRM Saved Search - TASKS In Verification

Written by Michael Nye

Last published at: April 10th, 2023

How to find Tasks that are In Verification.  

To take Tasks out of In Verification, add to the notes what was done to correct, change Task status from In Verification to Open, then point Task back to the appropriate Responsible Team.

____TASKS (Orders) In Verificatn for ALL

Results List:

Pencil:

Save.
Name your Saved Search.
Then Save.

 

____TASKS (Orders) In Verificatn for ME

Click on search square:

Partner func=Sales Representative if you have a sales territory.
Partner func=Employee Responsible if you are a helper.

Click on search square:

Enter Last Name, or First Name, or User (U7MNYE) and then click on Search button.

Click on leading square to select: