How to ... > Set Up Queues

Queues are organized lists of employees’ activities that should be accomplished during the day relating to customers.

The Queues Screen lists these items that are set up by a supervisor and organizes them into different queues by date. Typically, these queues list accounts that need action to be taken for a variety of reasons. For example, queues can be used to call on birthdays, notify customers when deposit accounts reach maturity, update an account by discussing a customer’s delinquent loan, or even to list customers to solicit for new loans.

For information on setting up queues, see the <F1> help for the Contact Queues screen (Queues > Contact Queues > Contact Queues on the CIM GOLD tree view).