Create a Task Automatically

QQCatalyst automatically creates a task when you perform common actions. The following actions provide this feature:

• Adding a note to a customer's record
• Canceling a policy
• Reinstating a policy
• Adding an Intent to Cancel
• Sending an email using Quick Send

This feature appears as a selected Create Task check box. If you do not want this feature to be active for the action, clear the check box.

In the example above, the Create Task check box appears during the process of adding a note to a customer's contact record. By default, the check box is selected. After you type the note, and then click Add Note, the Add Task window appears. Fields pertaining to the note and contact are automatically completed.

A task is not created until you click the OK button in the Add Task window. If you click Cancel, the task is not created.

You can edit the details, as needed. The task is automatically assigned to you; however, you can modify this assignment by modifying or adding names in the Assigned To field. When you click OK, the task is created. In this case, the note is listed in the customer's Policies tab, the customer's Tasks/Notes tab, in the upper right of the contact record, and in the My Tasks list of anyone whose name appeared in the Assigned To field.

Tasks are retained until you delete them or manually mark them as completed.