Adding Legal Proceedings

1. From the Main Menu screen, click RECEIVABLES. The Browse Customers screen appears with all active customers displayed in a table.
2. Select how you want to order the customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first customer to match the criteria is highlighted in the table.
3. Highlight the customer record you want to work with and double-click, or click . The Maintain Customer Information screen opens with the Customer Information tab selected.
4. Click on the toolbar and select "Legal Proceedings." The Browse Legal Proceedings screen appears with all legal proceeding records for the customer displayed in a table.
5. Click ; the Add Legal Proceedings Wizard is initiated.
6. Enter the court case number and the start date and end date of the legal proceeding.
7. Specify the ruling date and select the final result of the legal proceeding (None, Evicted, or Repayment Agreement).
8. Click START to continue.
9. Review and confirm the legal proceeding information you set up and then click FINISH to add the legal proceeding to the customer record. The Maintain Legal Proceedings screen appears with the new legal proceeding information displayed.
10. If necessary, click to edit the information or to enter any additional notes about the ruling in the ruling comment textbox.
11. Click to save your changes.

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