Edit a Task

To edit a task:

1. Select the task in the Task List or the Awards tab in Customer Maintenance:

   • Click the task.

   • Use the up and down arrows to highlight the task, then press the Spacebar.

2. Click Edit Task.

   A task details window opens.

3. Make the necessary changes to the task:

   • Description - Description of the task.

   • Priority - Priority of the task.

   • Start Date - Date on which the task will begin.

   • End Date - Date by which the task must be finished.

   • Start Time - Time at which the task will begin.

   • End Time - Time at which the task must be finished.

4. If necessary, assign a customer to the task:

   • Click Assign Customer.

     Xstore Point of Service opens a window prompting for customer search criteria.

   • Associate a Customer with the Transaction.

     The customer is assigned to the task.

5. Click Save.

   The note is added to the task.