696. Task type alarms – Assignment of recipient users by User Group
ebroker allows you to filter the users receiving tasks by User Group, being able to execute a mass assignment by group.
670. Days for homework review
ebroker, allows you to parameterize the days that must pass from the creation of a task to its review date. In Control Panel > Parameters > Tasks you will find the Days for task review option. In this field, there is a small box to indicate, with numerical characters, the days difference between the task creation date and its review date. For example, if you indicate 3 days for the review of tasks, the tasks created on 21/07 will have the 24/07 as their review date, that is, they will be notified in the task notice on the 24th.
668. Time interval for notification of pending tasks
ebroker, allows you to configure the time interval for the notice of pending tasks to appear. Access Control Panel > Settings > Miscellaneous. In the Time interval for the notification of pending tasks section, there is a drop-down in which you can choose this interval, between 5 minutes and 4 hours.
663. Automatically close tasks when canceling the claim
ebroker, allows you to automate the closing of tasks related to claims when said claim is canceled or closed. Go to Control Panel > General Options > Parameters > Claims, here you will find the option Automatically close tasks when canceling the claim. If you check this box, ebroker will close the tasks related to a claim when it is closed or cancelled, leaving the tasks with a COMPLETED status.
651. Creating Type Details for Tasks
ebroker, allows you to add new options to choose from in the Det. Type of Tasks. You can create these Type Details by accessing Control Panel > CRM > Tasks. Click on New. In the Task type detail section, write the name with which you want this detail to be identified. In Type, choose the type of task with which it will be related and, in Module, select the module in which you want said detail to appear. Keep in mind that if you select the General module, the detail will only be available when creating Tasks from the General Interactions.
590-Request Tracking
ebroker, allows you to generate a task to control pending requests. The task is assigned to one or more specific users of the brokerage and the number of days from which the alarm is activated is established. In this case, we will create a task to control pending requests that are 15 days old. Title: Follow-up requests. Description: Generation of tasks to users corresponding to 15 days with requests that are still pending. Scope: Policies. Data filter: Request = Yes, Registration date = @ H15D @ (The registration date was 15 days ago), F. Cancellation = null (In this way we ensure that canceled policies do not intervene. Type of task: Internal. Type = Task Priority: Ordinary Associated template: Template of a task assigned to a specific user and Warning = Yes. Frequency: Daily Recipient: the user who created the template and the recipient users indicated therein
