Search Results

Setting up Agreement Review Types To set up agreement review types, navigate to the administration menu: Administration > Agreements > Review Types Each review type serves as a descriptive tag for the review. You can create as many review types as needed. Revi...

Scheduling a Review from the Agreement Explorer Window Navigate to Agreements > Agreement Explorer or press F5 on your keyboard. Enter your customer details by clicking the ‘Pick Customer’ button or enter an agreement or customer number directly into the accou...

Review Enquiry 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...

Finding Agreements in Review or Renewal Navigate to Agreements > Detailed Enquiry. Filters There are a range of filters available, including a new filter by renewal date. Renewal Date Filters Not set – Include agreements with no renewal date set. Is set – Incl...

There are a range of Administration options and settings, these can be accessed, from the :- Administration > Agreements Adjustment (Journal) Reasons Administration > Agreements > Adjustment Reasons Here you can set up a range of reasons for selecting when mak...