 |
 |
|
|
For further information please see the Job Stages Quick Guide or Job Stages Tutorial.
Please also see the Beginners Guide for Job Stages
To access this screen, go to Launch | Job Stages in the Staff Control Panel.
This screen allows a quick look to see which client job stages are due in the next 28 days (by default) and those overdue already. These stages can then be completed, amended or post a task to a colleague for their work to be done.
The view can be changed to display other staff members' stages or all stages, for example.
From the stage line details relating to the Client Maintenance, Client Job, Client Job Profile or View the details of that stage can be accessed.
With an AutoMail licence it is now possible to highlight a range of client, right-click, and select Generate Letters. This will open AutoMail and then allow the required template to be picked.
This screen can also be accessed from the Staff Control Panel
If the job stage is Linked to an automatic completion action, then it is possible to perform that action from within this screen. This can be done by highlighting the appropriate job stage and clicking Open, under Workflow Link.
