Set up a client-specifix task lists?

Summary

Sage Timeslips lets users assign filtered activity lists to individual clients. These lists help control which tasks appear during slip entry.

Resolution

To create a custom task list for a client:
  1. Click Names, Client Info.
  2. Select the Client.
  3. Under Other, select Activities.
  4. Click Selection and choose your filters.
  5. Click OK.
  6. Click Save.

NOTE:

To use the custom list during slip entry, right-click Tasks on the Slip Entry dialog box, then select My Tasks.

 

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Solution Properties

Solution ID
230817192905693
Last Modified Date
Mon Apr 20 16:43:57 UTC 2026
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