Creditor Interaction Search

Creditors > Activity > Creditor Interactions 

   

 This allows the user to interact with the creditors by email or SMS. 

 

 

 

 Basic Tab 

 Search button searches according to user’s preference 

 

 

 Creditor 

 search by selecting creditor 

 

 

 Interaction Type 

 search by selecting interaction type from the drop down arrow 

 

 

 Date From 

 select the date from and the Date To, and search 

 

 

 Order By 

 select the order from the drop down arrow 

 

 

 Detailed Tab 

 searches the interaction details according to the Follow Up Date selection 

 

 

 Custom Fields 

 search by selecting the category from the drop down arrow. 

 

 

 

 Buttons 

 

 

 

 Add 

 to insert creditor’s interaction 

 

 

 Edit 

 to view or make changes on an existing type of interaction