The Task List always displays on the left-hand side indicating items that may need attention. Click on the task list item to go directly to these items. The same Task List shows for all staff and is the same Task List that displays when selecting the Message Center tab in the Dashboard module.
any time to make sure you are viewing the latest counts.
Increments when a follow-up has been designated for today’s date; follow-ups are created on the Communication tab of a members’ record.
Increments when a member has paid a bill online in their Member Information Center and needs to be processed by staff. *Requires Plus or greater
Increments when an invoice is queued and ready to be created. This list includes Recurring Fee batches, One-time fees, Group invoice batches, and event invoices. Set the default “look-ahead” month for “Assigned fees for” the selected month under Setup->Billing Options and Settings. Integrated Billing only.
Increments when a lead generated through the Contact These Businesses button has been entered by a visitor on your website. These leads require your approval before delivery to the member. Turn on the features to receive and approve leads under Setup->Business Directory Control Panel.
Increments when a change has been made in the software but has not been synchronized with QuickBooks (only available with QuickBooks integration). *Requires Plus or greater
Increments when one-time invoices or event invoices are queued and ready to be created; does not indicate the number of recurring member invoices that are outstanding (only available with QuickBooks integration). *Requires Plus or greater
