Task Fields

Modified on Tue, 12 Nov, 2024 at 4:02 PM

The Task Fields page is made up of the following sections. Select the section names below for more information:  

Task Fields

Client Tasks

Policy Tasks

Claim Tasks

All fields on this page are applied to the fields found on a task. Selecting a field here makes it a mandatory field - meaning that when creating or editing a task, INSIGHT will stop you from progressing to the next page or saving your changes until you enter information in the field.

Client Tasks

Return to Top

  • Follow Up Date
  • Follow Up Action
  • Contact Person
  • Contact Method
  • Phone
  • Mobile
  • Email
  • Comment
  • Task Queue
  • Priority

Policy Tasks

Return to Top

  • Follow Up Date
  • Follow Up Action
  • Contact Person
  • Contact Method
  • Phone
  • Mobile
  • Email
  • Comment
  • Task Queue
  • Priority

Claim Tasks

Return to Top

  • Follow Up Date
  • Follow Up Action
  • Contact Person
  • Contact Method
  • Phone
  • Mobile
  • Email
  • Comment
  • Task Queue
  • Priority


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