Bailment Dealer Details - Communication Tab
Purpose
The Communication Tab presents a list of created communications for all Bailment Accounts belonging to a Bailment Dealer, as well as Bailment Dealer level communications
It allows the addition, editing and deletion of communications
Access
- Bailment Dealer Details | Communications Tab
Dialog Details
The initial presentation is a list of Communications
Related Articles
Communications
Purpose A Communication is a record of the external dealings you have with your clients. This may be in the form of letters, documentation, records of conversations, or attachments of relevant external files. Concepts Template Document Documents used ...Communication Details
Purpose Every Communication that is created by the system will have its own Communication Details dialog. All important information about that Communication is held in the Communication Details dialog. Timing Communications may be added at any time ...Bailment Communication Browse
Purpose The Browse allows for all Bailment Communications to be searched and can be filtered by: Communication Type Staff Next Action Date(s) Bailment Dealer and/or Account Communications may then be edited or the related Bailment Dealer or Account ...Bailment Dealer Details - Main Tab
Purpose Allow the setup of standard information to allow a Bailment Dealer to operate and provide a summary of the dealer liability position Access View | Bailment Dealers | Bailment Dealer Detail tab Dialog Details There are a number of sections to ...Bailment Dealer Details - Credit Status Tab
Purpose To allow for the easy recognition of whether the Bailment Dealer is a potential Credit Risk. The latest Credit Status will be marked as Active. All earlier Credit Status will have a Record State of Archived. Access Bailment Dealer | Credit ...