Create a Task to be Completed by Assigned Collector

Create a Task to be completed by assigned Collector

Step 1

1. On the Home Page, click on the Sales dropdown
2. Select Customers
3. Highlight Customer No. 30000 (School of Fine Art)
4. Click on the Customer dropdown
5. Select Collection Cockpit
6. This will open the Collection Cockpit for Customer No. 30000
7. Click on Create Task
8. This will open a Collection User Task assigned to the associated Collector (TEAMMEMBER)

Step 2

1. Subject = Email incorrect, call to obtain new address
2. Task Description = Emails sent to current email specified are returned as undeliverable. Please contact the customer to obtain a current email address.
3. Exit the
4. Search for the User Tasks list
5. Click on Email incorrect, call to obtain new address
6. Click Mark Completed
7. Click Go to Task Item
8. Click on the Navigate dropdown
9. Select Card
10. This will navigate to the Customer page where the email address could be updated
11. Click Back
12. Enter a message in the Note field (01/01/2020 – updated customer email address to [email protected]