Tasks

 

Your Insight navigation bar (at the top of each screen) will always show the number of to-do items that need your attention. The red 1 next to Tasks in the picture below indicates that there is 1 item that needs your attention. If you take a look at the image below you’ll see that tasks are common member interactions such as:

  • Delinquent account phone calls
  • Happy birthday phone calls
  • Expiring credit card phone calls
  • Send accounts to collections

In addition to phone calls, there are three tasks that we can complete for you:

  1. Sending new member welcome letters
  2. Sending delinquent account letters and collections letters
  3. Sending delinquent account emails

 The number shows how many tasks you have to complete. Click on tasks to view. Click the check to complete a task.

Once you click on the check mark next to a task, you will see the task details as well as the account holder information. You complete a task by logging the follow-up action that you took, such as: calling, mailing, or wishing happy birthday and entering a resolution, such as: paid in full, scheduled a follow-up call, or didn’t make contact.

Enter the action you took to resolve the task and click save.

In this way, you will have a comprehensive history of member and account contacts at your fingertips. When the inevitable member support situation arises, you will be able to show that member every instance and date that your business contacted them and what was said or what the outcome was. This feature is a powerful tool in keeping members happy and keeping payments flowing.

 

Create a New Task

To create a new task, just click on the new task button.

Click the new task button to add a new task.

 

Enter the details of the task and click create task.

Enter details of the task and click create task.

 

Now, the task will show up in the tasks list!

The task will appear in the tasks list!


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