CRM
The client info screen is the profile page for a debtor, where it presents their personal and contact information. It serves as the landing page when ac...
Mon, 16 Nov, 2020 at 4:49 PM
Click the attachment to download the entire Fileassure CRM guide.
Tue, 17 Nov, 2020 at 11:33 PM
The home page contains a list of items that have been assigned to you requiring your attention and follow-up. They contain the following types of items: L...
Tue, 17 Nov, 2020 at 4:28 PM
Appointments scheduled in Fileassure can be cancelled and rescheduled on the client info screen for any debtor in the system. By default, all upcoming appoi...
Mon, 16 Nov, 2020 at 4:07 PM
Closing items on your home screen will ensure you're on top of matters and helps in reflecting accurate reporting numbers. CRM items that appear on ...
Tue, 17 Nov, 2020 at 3:18 PM
Debtor information can be updated by entering edit mode on the client info screen. Go to a debtor file Click the edit button along the top of the scre...
Tue, 17 Nov, 2020 at 4:39 PM
The add client screen is the intake of new debtors who have called into the office or other means aside from web forms and social media. This screen allows...
Mon, 16 Nov, 2020 at 4:05 PM
Appointments can be scheduled for any debtor in the system, regardless if they are in the intake stage or have already filed. You can access the appointment...
Mon, 16 Nov, 2020 at 4:04 PM
The report appointments for agents allows you to generate a list of scheduled appointments based on date ranges, staff members and other options. Go to ...
Mon, 16 Nov, 2020 at 4:38 PM
The case file list report is a versatile section that allows you to generate a list of cases created in the system. The types of cases that get created ...
Mon, 16 Nov, 2020 at 4:28 PM