# 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.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/kNMH3JE2Ru3ha8V2-embedded-image-dipms8vx.png)

This will open the Review entry window.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/UTHsZxUrnJHVW05C-embedded-image-jkeecq5m.png)

##### 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’**.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/pbYVJ09PaxDV167D-embedded-image-1yxzajr5.png)

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

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/fnpg50UxqAtAmP11-embedded-image-b4mm6bzb.png)