Entering an Agreement into the Review System

Scheduling a Review from the Agreement Explorer Window

1. Navigate to Agreements > Agreement Explorer or press F5 on your keyboard.
2. Enter your customer details by clicking the ‘Pick Customer’ button or enter an agreement or customer number directly into the account number box and press ‘Go!’.
3. Click on the required agreement number in the agreement tree on the left, and then click the ‘More..’ button.
4. Select the ‘Schedule Review’ option.

This will open the Review entry window.

Enter the Required Details

• Created by – Who is scheduling the review.
• Review date – When this needs to be reviewed.
• Assigned to – The person responsible for the review process.
• Review status – From your pre-configured list (e.g., open, awaiting contact, etc.).
• Review type – The reason for the review from your pre-configured list.
• Comments – Any comments you need to add to the review.

There are convenient buttons on this screen to take you directly to:

• Display Agreement
• Customer History
• Take Payment

5. Click ‘Save’.

Note: Review comments are stored directly in customer history, along with the account number.