Whether you have 10 Clients or 1,000, keeping track of everything you need to do for each one of them; file reports, get contracts returned or work on a payment program, can be a difficult undertaking. The Tasks module let’s you create jobs, assign them to one or more staff, and follow an audit trail until they are completed.
Partner Customizable Settings & Features:
- Detail exact jobs that need to be completed
- Assign Tasks to one or multiple staff members
- Set a due date
- Set priority level of pending, warning or critical
- Attach necessary files
- Reassign Tasks when warranted
- Automatically log each touch in audit trail
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