Assignment Profile
An Assignment is a task given to an individual, organization, or group of individuals, typically as part of their job or as part of a Customer Request. Examples of Assignments include sending membership or billing information, making a follow up or thank you phone call, scheduling a meeting, and confirming travel. Adding an assignment creates the Assignment Profile.
Assignment Profile Information
The Assignment Profile displays the following information:
| Field | Description |
|---|---|
| assigned by | Displays the name of the person who issued the task. |
| assigned to | Displays the name of the person to whom the task was issued. |
| role | Displays the job responsibility of the person handling an assignment. |
| due date | Displays the date that the assignment must be completed. |
| remind date | Displays the date on which the person who issued the assignment will notify the person to whom they assigned the task that its due date is approaching. |
| status | Displays the assignment's level of completion (Open, Closed, In Progress, Pending, etc.). |
| priority | Displays the assignment's degree of importance (Low, Medium, High, Urgent, etc.). You can use the priority to classify assignments. If you choose a priority code of High or Low, that setting will be applied to the email that is delivered by netFORUM to staff assignees. Depending on the recipient's email reader, the priority code might show the email differently. Outlook, for example, flags high priority emails with an exclamation mark. |
| source |
Displays the assignment's origin (e.g. phone call or online form). |
| summary | Displays a concise description of the assignment. |
| detail | (optional) Displays additional information and instructions pertaining to the assignment. |
Assignment Profile Actions
The following actions can be performed from the Assignment Profile:
- Edit the Assignment
- Add Calls and/or Tasks
- Add Customers
- Add Move History
- Add Related Opportunities
- Log Changes to the Assigment
Assignment Child Forms
The child forms section of the Assignment Profile contains information related to the Assignment Profile. The following child forms are available:
- Calls/Tasks
- Customers
- Move History
- Related Opportunities
- Change Log