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Video Transcript
Real-time communication and resolving of all queries in a single secure location means emails are no longer required for updates. No more searching through emails with the risk of missing important requests. Full visibility of all tasks in one easy-to-manage location. Add attachments directly through the extranet facilities.
Selecting “Tasks” will take you to the required page which will show you a list of the tasks. A drop-down menu allows you to select the type of task.
If you select “Complete” on a task, a summary will be brought up providing you with information:
The Task Due Date, the Task Type, the Reference, and the Account Name. Below, you will see the Task Note.
If it is simply a case of responding to a message, you can respond in the space provided, and then select “Complete”. This sends a reply to CCICM and closes off the Task. You can also add attachments directly to the account when requested.
