With Version 9, you can quickly work your attorney reviews from the Account Find list.
Note: This is a Version 9 Feature. For information on obtaining Version 9 or any other optional Module, please contact the Sales Department.
To start this, go to a debtor account like you normally would and click the Reviews button on the side menu. Select your review that you would like to use. You can either complete then save the review, or click cancel.
Now when you go back to the Account Find screen, select Last Review in the drop down menu on the bottom.
Once you click OK, you are taken to the account and the review window is displayed.
Once completed, you can go back to the Account Find menu and repeat the process.
Note: If the Review you are using has any associations (notably Client), this feature will respect those associations. This means that if you are using a review that is only associated to a particular client, and you pull up a debtor account under a different client, then you will just see the debtor account and the review will not be able to be selected.
