Screen Tasks
Once users have opened a constituent record in CRM360, users
can seamlessly access all constituent related data using the Screen Tasks
navigation menu, highlighted below. Each task group can be expanded and
collapsed by clicking the up and down arrow buttons.
Additionally, right-click anywhere in the Screen Tasks menu
to display the options to Expand All or Collapse All task groups.
Each section in the Screen Tasks menu is referred to in this
documentation as "task categories". The tasks available are listed
below, under each designated task category.
