Managing Customer Workflows

All Workflows must be associated with a customer record. To manage existing Workflows and add new Workflows go to:

Tasks > Manage Workflows

This will open the Client Workflows page, which displays active Workflows for that customer.

Any active Workflows for the specified customer display the following information:

•       Description: The description of the Workflow. Click this to view the details of that Workflow.

•       Template: The Workflow template name

•       Started: Date started

•       Due: Date due

•       Project Manager: The name of the person managing this Workflow

•       Status: The status of the Workflow

•       Task Count: The task count will show the number of tasks that are active, past due, due today, completed, and tasks remaining

 

Workflow Creation

To add a new Workflow to the customer record, click the Add Workflows tab.

Complete the following fields:

•       Workflow: Select the desired Workflow template from the drop down menu. This field is required.

•       Custom Title: Add a title for the Workflow. This field is required.

•       Associated Credit Action: Optionally select a Credit Action from the list to associate the Workflow with a Credit Action

Click Add once finished. The new Workflow will be created, and the Workflow detail screen will display.

Note  You can deactivate a custom form that is no longer attached to a workflow. The system retains deactivated custom forms to maintain data integrity with historical records. See Deactivating and Retaining Workflow Custom Forms for information about deactivating a custom form and the actions that the system takes when a custom form is deactivated.