Overview
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Field Definitions
Field | Type | Required | Description |
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Filters Section |
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Action Type | Drop Down | No | Allows the list of Actions/Action Series to be filtered by type (Action, Series) |
Action Name | Free Text | No | Actions/Action Series to be filtered by name. As you type, the list is filtered to show only those that match what was typed. To restore the list to all actions/action series, clear the contents of the filters. |
Collection Type | Drop Down | No | Actions/Action Series to be filtered by collection type (Guarantor, Insurance, Guarantor/Insurance). |
Letter | Free Text | No | Actions/Action Series to be filtered by letter. As you type, the list is filtered to show only those that match what was typed. To restore the list to all actions/action series, clear the contents of the filters. |
Action & Action Series Section | |||
Action Type | Display Only (Pulled from created/updated Action/Action Series) | Yes | Identifies if the action is of Action or Action Series type. Action Series are most often used for letters. Actions and Action Series are created as generic or enterprise-level actions and then assigned to specific practices for usage. |
Action Name | Display Only (Pulled from created/updated Action/Action Series) | Yes | User defined Action or Action Series name. Information in () following a name is the letter name associated with that action series task. |
Collection Type | Display Only (Pulled from created/updated Action/Action Series) | Yes | Identifies if the Action or Action Series pertains to Guarantor, Insurance, or Guarantor/Insurance (both) Collections tasks. |
Letter | Display Only (Pulled from created/updated Action/Action Series) | No | The name of the letter associated with the action. |
Status | Display Only (Pulled from created/updated Action/Action Series) | Yes | Identifies if the Action or Action Series is currently Active or Inactive. |
Show Inactive | Checkbox | No | The Show Inactive checkbox allows you to display or hide inactive actions and action series. The checkbox defaults to unchecked; inactive actions/action series are not displayed unless the box is checked. |
Button Descriptions
Field | Shortcut Keys | Description | Step-by-Step Guides | ||
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Create | [Alt] + [C] | To create an Action or Action Series | |||
Update | [Alt] + [U] | To update an Action or Action Series | Updating Actions / Action Series | ||
Delete | [Alt] + [D] | To remove an Action or Action Series |
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