Next Step Attributes

Next Step Attributes gives you the opportunity to set what modules will be used for the calculation of Next Step field. The field is available for Deals, Projects, Companies and Contacts lists. The field shows the next step in future related to the item that is task or calendar. The Next Step field shows the date of this activity.

Double-clicking Next Step Attributes in the list will bring up the Global Setting card.

Field on the Global Setting Detail

The field is intended to enter the adjustment value. You can select from Tasks (only incomplete tasks are calculated) and Calendar modules. Based on what modules you select, the Next Step field will be calculated. The field displays Due Date of the task and End Time of the calendar. If you select no module, the Next Step field will not be filled.

    Clicking OK in the lower part of the Global Setting card will save changes and close the card. If you wish to close the Global Setting card without saving any changes, click Cancel.

    You do not want to add some tasks to the calculation of the date in the Next Step field. You can put them out of calculation. Go to Administration application, click Drop Down Menus and select Task Type drop down. Double-click it.

    You will see the list of all task types. Include in Next Step Calculation column allows you to mark only these types you really want to have included in the Next Step calculation. If you unmark, for example, Task 2 type, date from this task will not be displayed in the Next Step field.

    If you have selected all types you really want to include to the calculation, please click OK.

    Availability: The possibility of unmarking some task types is available since eWay-CRM 5.4.2.

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