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General Task - Reports

Understanding the General Task Screen

The General Task screen has three panes of information: General Task Information, Accounts for Equipment and Services, and Equipment and Services pane. The General Task Information pane allows you to enter some basic task information, such as, task type, organization name, subscriber name, etc.

The Equipment and Services pane allows you to associate equipment and/or services to the task. This pane works in conjunction with the Accounts for Equipment and Services pane, if there is not an account associated within this pane, you will not be able to associate equipment or services to the task.   

 

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