Generating Tasks

Tasks can be generated automatically by transaction entry in Customer Service, Transaction Processing, Targeted Marketing, or by one of several reports (End Grace, Expiring Credit Cards, Stopped Subscribers without Restart, or Subscriber Activity Export). In Customer Service and Transaction Processing, the task will be created when the transaction is accepted/processed. Targeted Marketing will create tasks when the address is selected. The reports will create tasks when the subscriber is selected.

In addition to subscribers, tasks can also be generated for addresses (in the case of Targeted Marketing and non-subscriber complaints), occupants, routes, and accounts. There are currently no automated processes that create tasks for occupants or accounts, but manual tasks can be entered for them.

In all cases except transaction entry, the tasks created by the process will be placed in a batch. This can be used for purging and reporting purposes.

If alerts are defined, they will also be generated by these processes, and update the appropriate task.