Claim Level Action Items

From the debtor's account, click the button.

The action items screen will pop up.

To add an action item, click the button.
Select the action item from the list.
Select the date of which the action should be performed and the time.
Select the Responsible party and the court.
The select the claim you to which you would like the action attached. If you choose account, the action item will not be attached to any particular claim.
Type any notes you would like to add.
To finish, click the save button.

The action item will now display on the Summary Screen of the debtors account.

This is a Version 2 Feature. For information on obtaining this or another feature, please contact the Sales Department.