This section is called the "customer queue" by default. The actual name of the section is controlled by corp-wide settings and may be changed to meet your corporation's needs. There are actually four (6) corp-wide settings that help control this page and what it does.

The queue is a way for you to record and track things like first come - first server, who came in today, and what are the time frames between checking in and actual service (called actions). The queue is also setup to help you create invoices, quotes, and elements of time for the assigned customers.

There is an icon in the upper right corner that looks like three (3) stick figures standing in a line with an arrow under them. That icon will be on every page, if you are running the classic skin (look and feel), to help you get to the queue from anywhere in the system (quick link).

Each day the queue will start over and will count from 1 to whatever number is needed. If older records are needed, use the search option by clicking the button at the top of the page. This advanced search option will take you to a different page that will show all of the records.

If needed, there is a way to make a generic or non-customer placeholder (place in the queue without a customer assignment). As a mater of fact, there is a button at the top of the page that allows for non-customer placeholders or records. Basically, it just gives a number and starts the date/time counters. You may add notes later as needed.

If an actual customer or client is used, the queue will hold that customer information and will pass it to the shopping cart (quotes and invoices) or to the elements of time section. Each queued record also has a field where you may record notes or other important details to help you track what is going on.

If your company wants to use it, there are options for sub dividing the customer queue. This is called the sub queue. You do have to have the admin permission for customers to set it up, but once it exists, anybody could use it if they have access to the main queue. If you have the admin permission, there will be a button at the top of the page to help you get to the add/edit sub queue section. Sub queues are common for things like: different waiting rooms, drive thru, pick-up window, ecommerce orders, special delivery, different project queues, task queues, different lines, waiting lists, etc.

If you are using sub queues, there will be a filter at the top of the page to help you only see the queue records that you would like. As a side note, as you switch the filter, the search value is saved into your session so that it can remember your last search request. So, for example, say you are working the drive thru on a current day. If you set the filter to the drive thru, it will remember that setting for the entire time you are logged in or until you change it to something else. Also, by way of a note, there are some personal settings that may be changed so that it always defaults to the correct sub queue. This setting is done through your personal settings. These settings may be changed at any time.

To assign a customer, do a search (use the quick customer search form at the top) and look for the "queue" link on the search results. There is also a button to add to the queue from the customer log (main customer detail page).

The queue has a number of ways to clean-up or clear out the records. One way is to set the auto clean-up setting for your corporation (corp-wide setting). The way this works is you create a queue record and then let the time lapse on its own. Once the time lapses, if the record has not been touched or modified, the record will automatically be rolled out of the queue once the flush or auto clean-up rate has been met (amount of time passed). There is a "reset" link to help keep a record alive until it is used. Basically, this link is like an extension or "a touch" to let the system know not to do an auto clean-up on the record. The record may be reset or extended as many times as needed.

Another way to clear out the queue is to use the manual remove function. Check the boxes that you want to remove and click the remove button. This is called a manual flush or manual removal process. All records that get removed or used still exist, they just get rolled out of the active queue or active window. Use the search function to view older or used queue records.

To get a removed record back in to the queue, do a search, find the record and do an edit of the record. Change the queue type to "in progress" or "pending/other". Once the queue type is switched to one of these values, the record will show back up in the active queue.

If needed, the customer queue and sub queues may be shown outside the secure environment in the ecommerce area. There are special corp-wide settings to help with show/hide values and custom web or customer friendly naming conventions. Actions done from the ecommerce will show up in the correct active queues based off of settings and user selections.

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