# AMS To-Do queues and report

> Work AMS To-Do Calls, save the correct follow-up status, search history, and submit an Administrator AMS run.

Language: en-US. Product guide: https://agencymesh.app/help/ams-todos/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Work current follow-up in [Dashboard](https://app.agencymesh.app/) > Action Items > To-Do Calls. Open [To-Do Report](https://app.agencymesh.app/ams/ToDoSearch) under Reports for history. AMS Queue starts processing runs and is separate from customer tasks.

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## Work the Dashboard To-Do Calls list

**Where:** [Dashboard](https://app.agencymesh.app/) > Action Items > To-Do Calls.

1. Use the customer name for lookup or the phone link to call through your selected phone. Check **Type** and **Last Transaction** before contact.
2. For carrier lookup, click the carrier, then **Step 1 · Click to Copy Policy Number** and **Step 2 · Click to Open Carrier**. Paste the number into the carrier’s policy search.
3. After contact, choose **Status**. It saves immediately.

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## Administrator: submit an AMS run

**Where:** [AMS Queue](https://app.agencymesh.app/ams/amsQueue) (Administrator access).

Submission is not completion. After a **Renewal Calls** run finishes, find the resulting work in **To-Do Report**.

1. Choose **AMS**, **Start Date**, and **End Date**.
2. Choose **Run Type**: **Renewal Calls** or **Credential Check**, then click **Run**. Keep the submitted report number for follow-up.

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## Choose the correct follow-up status

Choose the completed outcome in **Status**; it saves immediately without sending a message or placing a call. To correct it, choose another value. **Status history** shows prior changes.

| Item | Guidance |
| --- | --- |
| Every call type | None, Called, or Sent SMS. |
| Upcoming / Due / Late | Also offers Done and EFT. |
| 6 Months / 12 Months | Also offers Active and Canceled. |
| Auto SMS | A report filter, not a manual Status choice. |

<span id="ams-todo-report"></span>

## Search follow-up history

**Where:** [To-Do Report](https://app.agencymesh.app/ams/ToDoSearch), under **Reports**.

**Call Type** offers **All**, **Upcoming**, **Due**, **Late**, **6 Months**, and **12 Months**. Use **Reset** if combined filters hide a record.

Agent accounts default to **Agent** scope; Office accounts default to **Office**. Report assignments can differ from [Dashboard](https://app.agencymesh.app/)’s active-user and Zone Shift sharing; choose **Office** scope for the office list.

1. Choose **Scope**, office or agent, **Start**, and **End**. Narrow by **Customer**, **Phone**, **Policy**, **Carrier**, **Status**, or **Call Type**.
2. Click **Search**. Change an outcome through the row’s **Status** dropdown or inspect earlier changes with **Status history**.

## Related guides

- [Leads, quotes, and AMS follow-up](https://agencymesh.app/help/leads-and-quotes.md)
- [Call tools and reports](https://agencymesh.app/help/call-tools-and-reports.md)
- [SMS and MMS messaging](https://agencymesh.app/help/sms-messaging.md)