Close a Work Queue

Use the Search Accounts panel to close a queue that is open in the Work Form.

To close a work queue

1. In the Account toolbar, do one of the following:

• Click the Search slide-in icon. In the Search Accounts panel, in the menu bar, click Close Work Queue. The system closes the queue and the Search Accounts panel.  

• Click Close Queue. When working a Collector queue, the system closes the queue. When working a Custom, Clerical, or Supervisor queue, the [Queue Name] Queue dialog box appears.

Note: If your organization requires you to add notes to accounts after working them, you cannot close the queue until you add a note to the account displayed in the Work Form. For more information, see Add an Account Note.

2. If the [Queue Name] Queue dialog box appears, do one of the following:

• To remove the account displayed in the Work Form from the queue, click Yes. The system removes the account from the queue and closes the queue.

Note: If your organization requires you to set a follow-up date on accounts, the system displays the Account Follow-up dialog box before closing the queue. For more information, see Set an Account Follow-up Date.

• To keep the account in the queue, click No. The system retains the account in the queue and closes the queue.

• To return to the Work Form without closing the queue, click Cancel.

Related Topics

Work Queues