Yes, and you should! By customizing your own To-Do list, you can be sure your daily responsibilities are easily accessible and organized so you can jump right into your workday.
Customizing Your To-Do List
1. Start by creating and saving the filter(s) for the section of the to-do list that you want to customize (e.g., if you make collection calls for a specific customer group, select that customer group and save the filter in the Customer Calls Needed section). See above for more information on creating and saving filters.
2. Click into the Receivables Dashboard, and find the To-Do List board.
3. Click on My To-Do List, which will reflect your own tasks instead of the entire account.
4. Hover over the gear icon to see what filter is applied to your list. Click on the icon to apply a new filter you've saved.
Please Note: If you happen to know that a specific section will never apply to your workflow (e.g., credits entered), click on Set My To Do List Preference, and un-check to hide from your list.