There are 6 ‘To-do’ lists under the ‘To-do’ menu.

• Suggested
• Activities
• Provisioning
• Dunning pending
• Legal notes
• Unread email and SMS

These lists show the ‘open’ activities for accounts assigned to you (as well as items escalated to you) for all of your regions. The items in the list are sorted with the highest priority items at the top.

You can access an account by clicking on the account number or account name, or you can access an item by clicking on the title.

The ‘To-do Suggested’ is a list of accounts that are not on any other list, sorted with the highest priority accounts at the top. The system ‘scores’ each account to determine the priority.

The ‘To-do Provisioning’ is a list of accounts that require provisioning under the parameters of the region.

The ‘To-do Dunning’ is a list of accounts that have ‘Pending’ dunning records. You can Approve / Void a pending record directly from the list.

For the ‘To-do Activities’ and ‘To-do Legal notes’, you can go straight to the item by clicking on the item’s title.