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Quantum VS Help: Finder |
When running a Credit Review, rather than submitting all Actions (e.g. customer account Status changes, Telephone calls, Credit Control letters) on a Credit Review straight away, you may wish to submit some Actions now and defer the submission of other Actions until later.
For example: you run a Credit Review which lists customers to whom a defined Credit Control letter will be sent. You may wish to generate the letter for some listed customers today, then close the Credit Review and generate the letter for other listed customers at a later time or date.
When you wish to do this you may select Credit Review Actions in the Finder, which will list your Credit Reviews and show any where there are remaining Actions to submit. See Displaying Credit Review Actions In The Finder.
You may then open the appropriate Credit Review from the Finder. See Opening A Credit Review From The Finder.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Actions submitted on your Credit Reviews in the Finder:
From the Home tab: under search, select Credit Review Actions.
Or: Use the search section in the Mega Menu to select Credit Review Actions.
Or: From the main menu: select Edit > Search, then select Credit Review Actions.
Or: In the Finder: click the 'down' arrow on the Search... button and select Credit Review Actions from the menu.
Your Credit Reviews are listed in the Finder, showing:
Status: i.e. whether this Credit Review is 'complete' (i.e. it has been run but not all Actions have been submitted) or 'closed' (i.e. all Actions have been submitted and the Credit Review has been marked as Complete).
Start Date / End Date: i.e. dates on which this Credit Review was run / marked as Complete.
Customers Count: i.e. the number of customers reviewed.
Delayed Actions: i.e. the number of customers against whom Actions are still to be submitted as part of this Credit Review.
Letters To Be Sent / Status Changes / Telephone Calls: i.e. the number of customers submitted for this Action as part of this Credit Review.
For further details see Credit Reviews.
To reopen a Credit Review - for example, to submit further Actions for a Ruleset - click the hyperlink of the required Ruleset in the Ruleset Identifier column of the Finder.
The Credit Review will open in a separate tab. You may now submit further Actions for the Ruleset. See:
