Open the Custom Queue

Use the Custom Queue panel to select a Custom queue and display the accounts individually in the Work Form based on the sort order.

To open the Custom 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 Custom. The Custom Queue panel appears.

Queue Name: Name of the queue.

Created: Date a user created the queue.

Total: Total number of accounts in the queue.

Worked: Number of accounts in the queue that a user has worked.

Available: Number of accounts in the queue that are available to work.

Should Not Queue: Number of accounts that fit the criteria for inclusion in the queue, but the system or a user flagged them for exclusion from 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 Custom 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 Custom 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 Custom 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

Custom Queue Options Permission

Data Grids

Work Queues