Customer Tasks allow you to create associate tasks linked to specific customers using the Customer Filter.
To create:
- Click Associate > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Customer Tasks at the top, then click the Customer Filter drop-down at the bottom.
- Specify customer criteria in the Customer Filter, then click OK. For example, you could use the Merchandise tab to create associate tasks linked to customers based on their purchase history.
- Click Next. A list of matching customers will be displayed. Check those customers you want associate tasks created for, then click Next.
- Enter the task Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- Once complete, the system will display the number of tasks created. Click Finish to close the wizard.
Example
Tasks to contact customers who have wish list items for vendor ABC on their wish list to notify them of new product lines and update their wish lists.
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Task Type
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Customer Tasks
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Customer Filter
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Wishes Tab
Wish Option: With Wishes That Match…
Vendor: ABC
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Subject
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Contact customer about vendor ABC wishes
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Details
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Notify customer that new product is in from this vendor, update their wish list
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Associate
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0 – Any Associate
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Category
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Customers
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Require Notes on Completion
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Yes
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