Tasks are a useful way to manage the various steps in the loan process.
A task can be created against an Opportunity, People or Company record in your CRM, and assigned to any Mercury user.
Viewing tasks
In the CAF CRM, select Tasks in the main navigation left-hand menu.
Select your search criteria in the Search Settings section:
View your tasks, or another user's tasks, by choosing their name in the Delegate drop-down menu.
Select Completed to view completed tasks.
Select Outstanding to view outstanding tasks
Double-click to edit a task and it will open in a new tab. All task details can be edited from here. Attachments can be added from the attachment tab.
Overdue tasks are highlighted in red.
Creating a task
In the CAF CRM App, open an Opportunity, Person or Company
Select Tasks from the sub navigation menu.
Click the + Add
Fill in the task details:
Subject
Choose the appropriate option from the Task Type drop-down menu.
Owner
Delegate - the delegate will have this task appear in their own CRM, in the Tasks The task will also appear on the delegate's dashboard on the due date.
Due date.
Add attachments if required.
Enter details.
The task will appear in the Task section of the Person, Opportunity or Contact
Note: Overdue tasks will be visible on the My Workspace two weeks from the current date.