M
Maryfry
I want to be able to track tasks by initials as I'm using the task for each
prospect I have and time-line of discussions and actions for each person. I
then set the reminder date and time for my followup alerts. That's working
perfectly but I wanted to add the initial field so that I could sort the
tasks by the prospects name initial however even though i have the allow in
cell edit box checked I can't type in the initial field and can't find a way
to edit initials within the task. I have spent hours looking at help screens
and can't find the solution. Am I missing another important check-box?
prospect I have and time-line of discussions and actions for each person. I
then set the reminder date and time for my followup alerts. That's working
perfectly but I wanted to add the initial field so that I could sort the
tasks by the prospects name initial however even though i have the allow in
cell edit box checked I can't type in the initial field and can't find a way
to edit initials within the task. I have spent hours looking at help screens
and can't find the solution. Am I missing another important check-box?