This feature allows you to have the worklists go directly to the Payment Transactions Screen, Cost Transaction Screen, NRC Transaction Screen, Call Activity Screen or Last Review. This will allow your staff to more quickly work accounts when calling, posting transactions and processing reviews.
Note: This is a Version 9 Feature. For information on obtaining Version 9 or any other optional Module, please contact the Sales Department.
From the Menu Bar, select System, System Options.
Select Visual in the tree listing and then Account Find.
Select the Auto Start Find Form Destinations when navigating in Worklist Mode.
On the Account Find form when in Worklist Mode,
Select the Worklist, then select the View Type you want to view. You can choose Payments, Costs, NRC, Call Activity or Last Review.
Once your work is done on the first account in the Worklist and you complete the triggering action, you will be taken immediately to the selected screen on the next available account on the Worklist.
If you selected one of the Transactions, you will be taken automatically to that posting screen. If you selected Call Activity, you will be taken automatically to the Call Activity. If you selected Last Review, you will be taken automatically to the review screen.
Note: For Reviews, you will be given the opportunity to pick your the first Review when you account your first account. After you will automatically be taken to this review screen until you change reviews.