Task Manager, Current Item

<< Previous | Next >>

You must be licenced for the Workflows Add-On to use the functionality described below.

Button Strip

Button	Definition
	To refresh the Workflows.
	To change or set the Flag for the selected Workflow.
	To Set the Recall Date for the selected Workflow.
	To perform one or more actions for the selected Workflow.
	To create a Log for the selected Workflow.
	To record an incoming communication for the selected Workflow.
	To record outgoing communication for the selected Workflow.
	To send a document for the selected Workflow.
	To send a email for the selected Workflow.
	To Send an SMS for the selected Workflow.
	To record a Payment Arrangement for the selected Workflow.
	To Allocate this Workflow to another User. The User must be defined as a Workflow Manager to enable this option.
	To set the Workflows status to Hold.
	To Unhold the current Workflows status.
	To close the Workflow.
	Update the Account's A, B or C Monitor Category.