Create a Group Hot List Task (Desktop) 🎥
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A Hot List is an organizational tool for front desk personnel.
Path: Front Office > Group > Hot List (on the left).
1. Click on Add.
2. Click on Lookup to find the Group ID for which the task is created.
3. Choose a Date on which the task will have to be performed for.
4. Enter a Description of the task.
5. Click Save.
6. Click Refresh to see the new task.
The task will show now in the list below.
Once completed, change the Status from Pending to Filled.
To search for an existing Hot List Task, use the search parameters: Group Name, Start date, End date, Status (Pending, Filled, or All).
Then click Search.