Managing Solicitors’ Open Moves Tasks

After you have assigned prospects and solicitors to one another, you can then open the Open Tasks by Solicitor screen to monitor any pending tasks for a solicitor. This will usually be the default screen a solicitor works with when managing his or her prospects.

To view open tasks by solicitor:

1. From the Personify main toolbar, select Moves Mgmt > Solicitor Open Moves Tasks.
The Open Tasks by Solicitor search screen displays.

2. Search for and select a Solicitor.
The Open Tasks by Solicitor Detail screen displays, as shown below.

3. Review the information as needed.
Prospect information is displayed in the upper right part of the screen. The task list and associated unresolved items are displayed on the bottom. The tasks on this screen can be filtered by task status or date. The task list displays projected completion date, the task type, the prospect that the task is associated with, and the plan. Double-clicking a task will open up the Moves Plan Management screen, which allows you to modify any Moves Plan information for the Prospect. For more information on this, please see the Moves Plan Management section.

4. The Unresolved Items is list of Contact Activities for the prospect that have not been resolved. Double click a row to open a Contact Activity in the Contact Records screen (MRM003A).

Screen Element	Description
Open Tasks By Solicitor
Solicitor	Link. Selected solicitor. Clicking this link presents a chooser that allows you to change the solicitor.
Filter Tasks By
Tasks Status	Drop-down. The status of the selected task.
Due to be Completed On or Before	Date chooser. Filters on the Projected Completion Date for tasks assigned to the solicitor. To include tasks with no projected completion date identified, this field should be blank .
Search	Button. Clicking this button searches for a list of tasks based on the selected Task Status and Due to be Completed On or Before fields.
Number of Tasks	Read-only. The number of tasks in the Task List.
Task List
Due date	The date that the task is projected to finish.
Task Type	The task type.
Prospect	The prospect that the task is assigned to.
Plan Type	The plan type for the selected task.
Prospect Info
Primary Phone	The primary phone number of the prospect for the selected task.
Primary Fax	The primary fax number of the prospect for the selected task.
Primary Email	The primary email address of the prospect for the selected task.
Unresolved Items
Unresolved Items	A list of all of the unresolved task items for the selected solicitor. Double click the row to display the Contact Records screen.
Activity Text	Comments from the Contact Tracking record highlighted.