Top Tip - Dolphin Task List

If you're already using the Dolphin task list feature, listen up:

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.

Did you know that it is possible to divert your task list messages to someone else's task list?   You might need to ask your supervisor or Dolphin administrator to tweak your security settings, but it's worth having someone to keep an eye on your messages while you're away.