CRM Saved Search - TASKS (Orders) Backlog CC for ME

Written by Michael Nye

Last published at: June 13th, 2023

How to find Tasks that have been submitted to Customer Care and are not completed yet.  This is useful to run right after creating a Task to Customer Care; if it doesn't come up, there's an error somewhere in the Task you just created.

_____TASKS (Orders) Backlog CC for ME

In Partner by Partner function, click on the search square:

Choose responsible team in the drop-down and enter this partner ID for Customer Care:

Add an additional Partner by Partner function in the search criteria, and enter this additional partner ID for Customer Care:

Name your Saved Search.
Then Save.

 

For the results list:

Pencil: