Tasks Screen

Automation incorporates a powerful task manager that allows the operator to record tasks and appointments for specified times. Functions incorporate client communications such as service reminders.

Integrating the task manager to marketing functions allows you to operate your business more efficiently for instance you are able to record a task directly from a marketing search. The item will appear in your task list with an icon displaying the progress to date.

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Organisation

Automation incorporates a powerful and yet user friendly task manager. This module allows the user to set contact and local tasks, appointments and record organisation procedures. Task functions are seamlessly linked to the marketing options within the program ensuring that the operator follows through on any recorded contacts. Tasks and appointments can be viewed on a daily or weekly basis, the status of a task is icon flagged.

It is possible once security has been enabled to set tasks for user groups, individuals or all operators. Once an operator logs on only tasks and appointment relating to that operator will be displayed. When tasks are completed the item is operator, date and time stamped providing administrators with an audit trail of tasks.

Checklists can be created and attached to a task, these can be printed and the individual checks ticked on completion. Notes relating to the task can be made on the task form.

Authorised Repco users have the ability to setup reminders that “pop up” at a predetermined time ie: 30 minutes before an appointment. This feature will be available to all users in February 2005.