Action Centre
VISA Action Centre
Everything the Secretarial Desk needs to act on today, in one place.
Needs Attention
Client instructions, overdue work and items waiting for action
Today's Schedule
Appointments, tasks and follow-ups due today
Recently Completed
Work closed today
Today's Activity
Desk workload at a glance
Quick Client Finder
Search once, then manage all work for the selected client
Clients
Profiles, contacts and operating instructions
Calls & Messages
Record incoming and outgoing communication
Tasks
Track administrative requests and staff time
Appointments
Manage client meetings, calls and scheduled commitments
Follow-ups
Track repeated and one-time follow-up commitments
Mail & Couriers
Receive, notify, action and close physical correspondence
VISA Email Desk
Manage correspondence for visa@pinedacha.com with client approval before sending
Client Requests
Requests submitted directly through the client portal
Client Utilisation
Operational data for pricing and capacity decisions
Secretary Management
Appoint secretaries, monitor workload and allocate clients.
Client Allocation
Assign or reassign clients as workloads increase.