Top Tip - Divert your Task List messages and check and action your workload in advance

Did you know that you can check and action your task list workload in advance? All you have to do is to enter a date in the Date Filter at the bottom of the task list dialog:

This way, you can get in touch with customers that requested quotes before the holidays or you can get ahead of your game to collect deposit and/or balance payments.

It is also possible to divert your task list messages to a colleague whilst you are absent. This can be done by adding the colleague's staff code to the Route Task List field within your User Setup:

You might need to ask your supervisor or Dolphin administrator to do this on your behalf.