Overview
Today's workload
Tracker SyncReady
Assigned / Open
0
Completed Today
0
Hold / Carryover
0
Daily Capacity
0
My Activity Today
Endorsement, issue, hold, and completion activity recorded today.
| Ticket | Agent | Action | Status | Date |
|---|
Today's Process
Select unassigned Dispute clients and Auto Assign them evenly to available agents.
| Client | Company | Date | Round Status | Method | FTC | CFPB | Sending | Assigned | Status |
|---|
My Processing
Work assigned to you.
Work Queue
Supervisor view for active work, urgent manual assignment, and reassignment.
| Ticket | Client | Company | Due | Requirement | Status | Assigned Agent | Reassign | Action |
|---|
Carryover
Past-due open work. Assignment, Workflow ID, and history remain unchanged.
| Ticket | Client | Company | Due | Status | Agent | Hold | Action |
|---|
Archive
Completed department work with the same Workflow ID and tracker history.
| Ticket | Client | Company | Requirement | Status | Agent | Workflow | Action |
|---|
Inquiries Checker
Check if inquiries are tied to positive accounts.
Paste Inquiries
Account name and date. Date may be on the next line.
Paste Positive Accounts
One account name per line.
Company Management
Josh only. Add or update a company once and the Guide rules used by the connected trackers are synchronized automatically.
Current Companies
Removing a company is blocked while it still has client rows in Main.
Team Management
Managers and Supervisors can maintain active agents. Manager can promote Agents to Supervisor or demote Supervisors.
Removing an agent disables future login and removes the agent from future assignment/dropdown lists, but keeps historical tracker records unchanged. New agents use the temporary password DCTasks2026!.
Current Team
Changes automatically synchronize Dispute, FTC, CFPB, Sending, availability, and tracker dropdowns.