CRM task merge tags

Tag Reference

Tag Name

Description

Cancellation Reason

@(SystemCaseTaskStatus.CancellationReason)

The parameter value assigned to the task to qualify the circumstances surrounding its cancellation

CaseId

@(SystemCaseTask.CaseId)

The unique internal reference for the associated case

Company

@(SystemCaseTask.Company)

The company(s) to which the task relates

Created By

@(SystemCaseTask.CreatedBy)

The name of the end user who recorded the task on the system

Created Date

@(SystemCaseTask.CreatedDate)

The date on which the task was recorded on the system

Current Status

@(SystemCaseTask.Status)

The current progression status to which the task is assigned

End Date

@(SystemCaseTask.ActualEndDate)

The date on which the task was formally completed

Entity Id

@(SystemCaseTask.EntityId)

The specific data field within the module area to which the task relates

Entity Type

@(SystemCaseTask.EntityType)

The module area to which the task relates

Late Completion Notes

@(SystemCaseTask.LateCompletionNotes)

The contextual information added to the task to qualify the circumstances surrounding the missed SLA target completion date

Late Completion Reason

@(SystemCaseTask.LateCompletionReason)

The parameter value assigned to the task to qualify the circumstances for exceeding the SLA target completion date

Note Creator

@(SystemCaseTaskNote.UpdatedBy)

The name of the end user who added the note to the task

Note Date

@(SystemCaseTaskNote.UpdatedDate)

The date on which the note was added to the task

Note Detail

@(SystemCaseTaskNote.Notes)

The contextual information added to each task history event i.e. to define the nature of a specific customer interaction activity

Ownership Effective From Date

@(SystemCaseTaskOwnership.EffectiveFromDate)

The date on which the allocated task ownership came into effect

Ownership Effective To Date

@(SystemCaseTaskOwnership.EffectiveToDate)

The planned date on which the allocated task ownership comes to an end

Predecessor Task

@(SystemCaseTaskPredecessor.PredecessorTaskId)

A list of linked predecessor tasks

Predecessor Task Lag

@(SystemCaseTaskPredecessor.LagPeriod)

The delay period configured between dependent tasks

Re-assignment Notes

@(SystemCaseTaskOwnership.ReasonNotes)

The contextual notes in support of the task being reassigned to an alternative owner

Re-assignment Reason

@(SystemCaseTaskOwnership.ReasonId)

The parameter value assigned to the task to qualify the circumstances surrounding the change of owner

Revised Target Date

@(SystemCaseTask.RevisedTargetDate)

The revised SLA target completion date set for the task

SLA Warning Date

@(SystemCaseTask.SLAWarningDate)

The amber warning date set for the task

Start Date

@(SystemCaseTask.ActualStartDate)

The date on which the task was formally commenced

Status

@(SystemCaseTaskStatus.Status)

The chronological progression status history for the task

Status Date

@(SystemCaseTaskStatus.StatusDate)

The date on which each progression status was applied to the task

Status Notes

@(SystemCaseTaskStatus.Notes)

The contextual information added in support of each change of progression status for the CRM task

Status Set By

@(SystemCaseTaskStatus.StatusSetBy)

The name of the end user who assigned the individual progression status to the task

Target Date

@(SystemCaseTask.SLATargetDate)

The SLA target completion date set for the task

Target Revised By

@(SystemCaseTask.RevisedBy)

The name of the end user who adjusted the SLA target completion date for the task

Target Revision Notes

@(SystemCaseTask.RevisedNotes)

The contextual information provided in support of the change of target completion date for the task

Target Revision Reason

@(SystemCaseTask.RevisedReason)

The parameter value assigned to the task to qualify the change of target completion date

Task Id

@(SystemCaseTask.TaskId)

The unique internal reference for the task

Task Name

@(SystemCaseDefinitionTask.TaskName)

The full name of the task definition

Task Owner

@(SystemCaseTaskOwnership.UserId)

The allocated owner of the task