Tasks
- Here you can create new tasks or modify existing ones, which are visible on all customer cards. Use these as a “checklist” for users, if opening, identifying and monitoring customer accounts includes standard tasks.
- In practice, a user must mark a task as completed on the customer card once it has been done so that the ”Task monitoring” function generating a reporting view of the status of pending and completed tasks stays up to date.
- A timestamp is saved on a customer card once a task has been performed. Tasks are displayed as a default on customer cards as pending with grey and red icons. When all tasks have been completed, the Tasks section turns green.
Please note!
If a new task is added to the list “afterwards”, it shows as default on all customer cards as pending completion