Agreement Queues

The Agreement Queues item shows Agreements that fit the following criteria:

  • Entered via DataTrak EAE
  • For the timeframe specified
  • For the filters and settings specified

The timeframe filter uses the day the agreement was signed.

The following image shows an example of the Agreement Queues item using the Agreement Term view.

Items-AgreementQueues.png

The following table shows the filters and settings available for the Agreement Queues item.

Agreement Queues Item Options

Sidebar menu Category

Sales/Receivables

Members

Club Selection

Multiple

Timeframes

* Timeframes in the Agreement Queues item use the signed date

All

Today

Yesterday

This week

Last week

Last 7 days

Month to date

Last month

Last month MTD

This month last year

This month last year MTD

Views

Employee

Payment Plan

Agreement Term

Agreement Type

Membership Type

Queue Filters

All

Approval

CC Name

Hold

Minor

POS

Posted

Posted - Conversion

Pre-Approval

Reject

(Any addition queues you have defined)

More Links

Agreements (Members>Agreements)