CRM - My Current Tasks
CRM - My Current Tasks
To view the My Current Tasks record viewer, select Utilities > CRM > My Current Tasks from the TeleTracker Online menu bar. The Current Tasks record viewer will display tasks based upon the configuration of the Task Toolbar.
Task Toolbar
New: Click
the New icon in the Task toolbar to create a new task
Open: Select
a Task from the Task Transaction Viewer. To
open the Task, double-click or click the Open icon in the Task Toolbar.
Delete: Select
a Task from the Task Transaction Viewer. To
delete the Task, click the Delete icon in the Task Toolbar.
Move: Select
a Task from the Task Transaction Viewer. To
assign the Task to a different TeleTracker Online User, click the Move
icon in the Task Toolbar. The
User Lookup window will appear, as seen below. Enter
the desired User ID or perform a search for the User by clicking the Lookup
button. Click
the OK button to assign the Task to the selected User.
Snooze: Select
a Task from the Task Transaction Viewer. To
postpone the Task, click the Snooze icon in the Task Toolbar. The
Snooze Time window will appear, as seen below. Enter
the desired minutes and/or hours to postpone the Task.
Refresh: Click
the Refresh icon in the Task Toolbar to refresh the task transaction viewer.
View: Click
the arrow next to the View icon in the Task Toolbar to change the view
of the Task transaction viewer.
List of Current Alerts: This view shows only the Task alerts for the current user logged into TeleTracker Online.
List of All Alerts: This view shows all Task alerts for all users in TeleTracker Online.
Calendar By Task Date: View Task alerts in a customizable calendar view.
View All: Click
the View All icon in the TeleTracker Online Toolbar to see all Tasks for
all users in TeleTracker Online.
Transaction Filter: View
select Task based upon the Task status.
Show All: Show all Tasks regardless of the Task status
Show Pending: Show Tasks that have been populated with a Pending code.
Show Completed: Show Task that have been populated with a Completed code.
Task
Select a Task from the Task Transaction Viewer. Double-click the task or click the Open icon on the Task Toolbar. The window above is what the TeleTracker Online User will be presented with. Each individual task contained within the Task Transaction Viewer will contain information and/or instructions for the TeleTracker Online user.
Contact
Code: The
Contact Code will automatically populate upon the creation of the Task.
The Contact
Description is generated from the Task Definition that is populated in
the Contact Code field.
Pending
Code: When
appropriate select a Pending Code. Use
the Pending Code to identify that action has been taken on the task, however
the task has not been completed.
Completed
Code: Select
a completed code to identify that the Task has been competed and no further
action will be taken.
Customer: This
field identifies the customer to be contacted.
User: This
field identifies the User to which this task is assigned.
Open
Customer: Click
the Open Customer button to view the Customer Master File. The
Customer Master File will contain all necessary contact information.
Deadline: This
is the date the Task must be completed.
Task
Date: Date
the Task was created.
Alert
Date: Date
the assigned User is to be alerted by the Task.
Contact Description: The
contact description will give direction and information to the TeleTracker
Online user.
Recurring Rule: Select
or create a recurring rule for this task. Please
visit the Recurring Task Rule help
file for setup information. When
applied, this Task will be created in accordance to the configuration
of the Recurring Rule.
Task Definition -- Task Rule -- Recurring Task Rule -- My Current Tasks