Appraisal Tasks allow you to create associate tasks linked to appraisals using the Appraisal Filter. These tasks will retain links to the customer record, sales receipt, and appraisal record.
To create:
- Click Associates > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Appraisal Tasks at the top, then click the Appraisal Filter drop-down at the bottom.
- Specify appraisal criteria in the Appraisal Filter, then click OK. For example, you could create associate tasks linked to appraisals entered last week that are still incomplete.
- Click Next. A list of matching appraisals will be displayed. Check those appraisals you want associate tasks create for, then click Next.
- Enter the Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- Once complete, the system will display the number of tasks created. Click Finish to close the wizard.
Example
Tasks to follow up with customers on appraisals that are ready for pick up.
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Task Type
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Appraisal Tasks
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Special Order Filter
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Include: Only Completed Appraisals
Include: Only Not Picked Up Appraisals
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Subject
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Appraisal ready for pick up – notify customer
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Associate
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0 – Any Associate
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Category
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Services
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Require Notes on Completion
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No
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