Open the Clerical Queue

Use the Available Clerical Queues panel to select a Clerical queue and display the accounts individually in the Work Form based on the sort order.

Note: For a Clerical queue to function correctly, only allow one user at a time to work the queue. Multiple users working the same Clerical queue at the same time causes system issues.

To open the Clerical queue

1. If the Search & Queue Selection panel isn't visible, click the Search slide-in icon. The Search & Queue Selection panel appears.

2. In the menu bar, click Open Work Queues and then click Clerical. The Available Clerical Queues panel appears.

Queue Level: Three-digit code that identifies the queue level. For more information about queue level codes, see Queue Level Codes.

Description: Name of the queue.

Count: Number of accounts in the queue.

3. Click Open next to the queue to open. The first account in the queue appears in the Work Form.

4. To move to the next account in the queue, in the Account toolbar, click Next. The Clerical Queue dialog box appears.

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

5. Do one of the following:

• To remove the account from the queue, click Yes. The system removes the account from the Clerical queue and displays the next account in 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 displaying the account. 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 Clerical queue and displays the next account in the queue.

• To return to the Work Form without moving to the next account in the queue, click Cancel.

Related Topics

Data Grids

Work Queues