Staff Control Panel Job Stages

For further information please see the Staff Control Panel Job Stages Quick Guide or Tutorial. Please also see the Staff Control Panel Front Help page.

This screen allows a quick change to see which client job stages are due in the next 28 days (by default) and those overdue already. These can then be completed or amended the stage and post a task to a colleague for their work to be done.

Changing the display can be used to show other staff members' stages or all stages, for example.

From the stage line access to the details relating to the Client Maintenance, Client Job, Client Job Profile or View the details of that stage.

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 required template to be picked.

This screen can also be accessed from the Pm icon or Launch menu.