System – Audit logs – Info icon
Wherever you see the “i” info icon, you can click it to see a full history of all changes to the data.
Accounts – – Favorite marking
Path: Accounts Menu Mark accounts as favorites to be available from the retrieval point on the main menu.
Accounts – – Return to QBE report
Path: Accounts Menu Clicking will return you to a report you would have come from even if the report was searched and filtered and it will be as you searched.
Accounts – – Phone
Path: Accounts Menu Clicking initiates a phone call recording system to the left of screen. Time on call is recorded only.
Accounts – Credit reports
Path: Accounts->Credit reports Credit reports obtained through the Kuhlekt onboarding system are linked in this page and risk scores are reported. You can order an updated report by clicking and accepting the charges involved.
Accounts – Legal
Path: Account->Legal The legal section is divided into 2 parts; Legal Appointments are used to record the details of a legal appointment. Legal Notes are used for notes regarding legal proceedings. The ‘Permissions’, ‘Status’ ‘Type’, and attachments work in a similar way to the items Phone/Notes/PTPs.