To manage or configure your Work List, follow these steps:
Step 1 Log into CRM
Step 2 On the landing page, click on Work List from the main menu.
Note: The filter selection will contain default selections but can be configured to meet the needs of each user.
Step 3 The following filter fields can be configured, as desired:
3.1 Status: Select the status of the logs desired to display in the Work List
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- Click the drop-down arrow to add a Status to the filter
- Click the X next to a selected Status to remove it
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3.2 Activity: Select the Activity Log Type(s) desired to display in the Work List
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- Click the drop-down arrow to add a specific Activity Log Type(s) to the filter
- Click the X next to a selected Activity Log Type to remove it
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3.3 For/By: Select either Assigned For or Assigned By for the activity logs to display in the Work List
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- Click the drop-down arrow to choose the desired selection
- Click the X next to the item selected to remove it
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3.4 Date Type: Select which date field to apply the filter date range to
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- Click the drop-down arrow to add a Date Type to the filter
- Click the X next to a selected Date Type to remove it
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3.5 From Date: Click in the box to type in the Start date or select a date from the Calendar box
3.6 To Date: Click in the box to type in the End date or select a date from the Calendar box
Step 4 Click the Apply button to apply any filter changes made
Step 5 To sort the list, click the up/down arrows located in the right corner of the desired field header
Step 6 To view the full activity log, click on it within the list
The user will be taken to that customer relationship with the log pulled up in full view
Article Reference: CLTX401