Setting Up Today's Tasks for Your Home Page

Procedure

The Today's tasks section of  the Home Page displays information for the customers who have current or overdue actions in your Work Queue. You select the information to be displayed.

If you choose to display the Customer Name or Tran #, these items are links to the customer Basic and Credit Request Details screens.

To set up the Today's Tasks section of the Home Page:

1. Access the Home Page by selecting the Home link from the Main menu.
   The Home Page screen appears.

2. On the Home Page, in the Today's Tasks section, click the Edit icon .
   The Today's Tasks screen appears.

3. Select the Credit or Collections option button depending on your role.
   The screen refreshes to display the tasks for the selection you make.

4. Select the check boxes for the information you want to display for the customers in your work queue.

5. Click Save.
   The Today's Tasks section displays the information you selected for customers who have current or past due action items in your work queue.