Customer Service Home - Tasks Tab

The Tasks tab contains three sections:

• Alerts: The buttons in this section have red numbers if the number is above zero. The number is green if it is zero. If you click the Past Due Lines button, the Customer Order Lines form opens. If the number on the button is red, the Customer Order Lines form displays the lines (the red number on the button) that have a CO status and CO line status of 'ordered', and the quantity shipped is less than the quantity ordered. If you click the Past Due Releases button, that opens the Customer Order Blanket Releases form. If the number on the button is red, the Customer Order Blanket Releases form displays the number of blanket CO releases that are past due as of today that have a CO status and CO line status of 'ordered', and the quantity shipped is less than the quantity ordered. If you click the Estimates to Expire button, that opens the Estimates form. If the number on the button is red, the Estimates form displays the number of estimates that are about to expire within the next seven days that have estimate and estimate line statuses of 'planned', 'quoted', or 'working'.
• Tasks: The tasks section lists the tasks assigned to the logged-in user. See Adding and Viewing User Tasks for more information about tasks.
• Inbox: The Inbox section lists the messages for the logged-in user. See the Inbox form for more information about the inbox. Double-click a field in the Inbox grid to view all emails that share that value. All Inbox fields can be filtered with the exception of Read and Expired.