Hi,
Thanks for such an awesome software.
We are using CRM module of ERPNext for our internal sales team. We are testing it’s task feature. In CRM, we create “Opportunity”, say id:OPP-1122 followed by creating a task for a Sales person, say Manju. After creating this task, it is visible in the opportunity, OPP-1122 timelines. Is there a way for Manju to see all the tasks assigned to her?
We tried “Task List” of “Project” module. But it seems “Project module task” are different from “CRM module task”.
Thanks,
Kabeer