Tasks are reminders for your team, such as "Call Amelia to check the replacement Shiraz arrived". A task added on a customer's record is linked to that customer. You can also add tasks to orders (on the Orders screen) and to emails (on the Emails screen).
How to add a task
Click Customers in the left-hand menu, then click the customer's name.
Click Add Task.
In Description, type what needs doing.
In Due, choose Tomorrow, Next Week, Next Month or Custom (then pick a date).
In Assigned To, choose the staff member responsible.
Click Save.
What happens next
The task shows on the customer's Tasks tab and on the Tasks screen. When a task is due, the number next to Tasks in the left-hand menu shows it. WithWine doesn't email or notify the staff member, so check the Tasks screen regularly.
To find customers with tasks due, use the and have a task filter on the Customers screen.