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How do I manage people and assign them to arbitrary numbers of "tasks"

Question asked by greyt2 on Feb 18, 2010
Latest reply on Feb 19, 2010 by philmodjunk

Title

How do I manage people and assign them to arbitrary numbers of "tasks"

Post

Hi I am brand new to FM, and still in Trial-mode:smileyhappy:  I used Paradox way back. I need to keep track of people, name adresses, usual detail, but i also want to be able to link an individual to one or more tasks, so when looking at one persons record i can see which tasks this person is connected to.

As a side effect I would like to be able to add a possible new task, without leaving the actual persons "view".

 

If this is possible, there comes the question if its posible to maintain the connection-history to tasks, no longer on the list. (if you wonder, I have used MS outlook - contacts - categories. Here you may delete a category from the main list, but any event linked to this category will still show up on the individual contact). I you keep ALL the old categories you have to scroll way down (many years) to get to the present task, and this is not userfriendly.

 

any suggestions will be appreciated

 

GreyT

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