Using the Task Group field to select by company name

Users can select orders based on task definitions for a particular company name.  Systems with defined task groups for specific companies allow users to set the company name, often referred to as “store rollouts,” as a Task Group for the order (Name, Address, Phone tab).  This setting is then provides a the user a means to filter search results by the company name using the Select a Task Group field in a Find.

Figure 34: Specifying a Task Group in Find

Using the example above, all orders that have “Company A” for a Task Group will be included in the Find search results.

Figure 35: Task Definition and Task Group settings

Administrators can define an unlimited number of groups to a Task Definition within Tasks Setup. 

Administrator Note:

MoversSuite recommends that the Account setting within the Tasks Setup be set to the “Generic Account” for this type of Task Definition.

Figure 36: Add/Edit Task Group dialog