Processing The Review

Review Enquiry

1. Navigate to Agreements > Review Enquiry from the Agreements menu.

This will open the Review Enquiry window.

Default Enquiry Search Settings

The following defaults are normally set for the enquiry search:

• Reviews with an open status.
• Reviews that need actioning from today’s date.
• Reviews assigned to the signed-in operator.

You can check any required filters and select the available options from the drop-down lists.

Searching for Reviews

1. Click the ‘Search’ button.

Button Options

There are button options here to take you directly to:

• Display Review
• Display Agreement
• Customer History Notes
• Take Payments

Display Review

1. Highlight the required review and click ‘Display Review’ (or you can double-click the entry you want).

This will open the review on screen.