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Tasks can be merged to create a single task, if they meet the following criteria:

  • Are against the same client
  • Have no invoices against them (part or final)
  • Have not been created from a periodic template
  • Does not have any Quote Line Items
  • Are associated with the same project or no project at all
     

The task which you open to click Merge Tasks will be primary. Fields with a single unique value (such as the job number) will be referenced from this primary task.

 

To merge a task:

  1. From the Task view, click Edit Task Header.
  2. At the bottom of the page there is a field called Merge Tasks.
  3. Click the magnifying glass to search and select the task you want to merge.
  4. Select the task and click Merge Task.

Click to enlarge

 

 

Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFloGo.

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