Date the task must be completed by. This appears in all Sage CRM Communications lists and determines where the task appears in the Tasks panel of your Calendar View. When you add a due date/time, the Onscreen Reminder field is enabled, and the reminder date/time set to the same time as the due date/time.

The person who is responsible for executing the task.

If Sage CRM system has less than ten users, this field is displayed as a list. You can select several users at the same time by using the mouse and holding CTRL key.

If Sage CRM has more than ten users, use the Search For field to find users more easily. You can select several users at the same time by using the mouse and holding the CTRL key. Click Add to assign them to the task or meeting.

Note: When you add more than one user to a task, you're creating multiple tasks.

Date/time the task is active from. Used in Outlook if you're filtering tasks by the active date and time.

This field is implementation dependent and may have been switched off by your System Administrator. Select this checkbox to get an onscreen reminder for the task.

Date/time of the reminder. Defaults to the due date/time.

If the Onscreen Reminder field is enabled, select this checkbox to receive the reminder in different formats depending on the priority of the communication. The different formats and priorities are set up within Preferences. For more information, see Preferences.

Start date and time of the appointment. Defaults to the current date/time.

End date and time of the communication. Defaults to half an hour after the Date/Time.

Select this checkbox to make the appointment an all-day event. The date/time and end time date become read-only and the appointment is set to last from 00:00 to 11:59 pm (23:59) the same day. When viewed in the Calendar, an all-day event appointment is prefixed with "All Day Event".

Select the length of time from the list. This is the length of time prior to the meeting taking place that you receive a reminder.