The To do List function within SunSystems Collect is designed to easily review, and act upon collection details by simply selecting and clicking on an icon
For example, every morning a collection manager prior to calling customers can check on what current tasks still outstanding.
You are able to achieve this by using the To Do list within Collect.
Discuss in forum
Open your To Do list and click on the Date tab. The following screen is opened:

Click here to see the screenshot
The date highlighted in green is today’s date. We can see that there is a number in the bottom right corner of the screen.
This number indicates the number of outstanding notes you are required to attend to today. To view the items, double click on the date in question. This will open a listing of the notes outstanding.
Use the User and Action fields to limit the notes to only those you would like to view.

Comments

Only registered users can write comments.
Please login or register.