Tasks and appointments share a lot of similarities within Sage CRM. They share the same entry screen and appear in communication lists, but there are a few differences too.

Similarities Between Tasks & Appointments

  • Both Tasks & Appointments share the same entry screen
  • Both can be customized
  • You can set on-screen or email reminders
  • All communications, regardless of status live within the communications folder for the Company, Person, Opportunity or Case they were connected to

Differences Between Tasks & Appointments

Tasks
  • Tasks do not have a duration (start and end). They strictly have a due date.
  • Tasks are for a single person.
  • Pending tasks appear in the Task section of My CRM / Calendar
Appointments
  • Appointments have a duration (start and end)
  • Appointments can be for multiple people
  • Appointments show up on the Calendar section of My CRM / Calendar
  • When creating an appointment, you can check the availability of the users being scheduled for the appointment.

You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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