Case management

Managing cases is a complex part of debt collections. We have simplified this. However, there is still a lot to learn. Use the case management articles to learn how to navigate a case

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Giving a case a legal status.

How to find case activities?

How to find the invoice(s) in a case

How to add interest back to a case

How to add costs back to a case

How to remove debt collection costs from a case

How to remove interest from a case

How to view the details of an active payment plan

How to create a payment plan

How to set the status on a case to "Documents needed from customer"

Placing a case in debt support

How to Relink a Case to a New Bucket

How to Reopen a Closed Case in FinView

How to close a case

Introducing the New Case Overview Dashboard in FinView

Viewing Multiple Cases on One Debtor in FinView

Adding Bank Information to a Debtor File

How to Modify or Update Personal Information on a Consumer Debtor in FinView

Understanding Validation Status's for Contact Data in FinView

How to set the Vulnerability Indicator on a case

How to Add Website Details to a Case

How to Add Social Media Links to a Case

How to Add an Address to a Case

How to Add an Email to a Case

How to Add a Telephone Number to a Case

How to Change the Primary Contact Status

Understanding the Primary Contact Data Indicator

Understanding Contact Cards in a Case on FinView

Understanding the Relationship between Case Owner Number and Case File Number in FinView

Searching for a Case in FinView

How to search and find the FinView Case Owner Number?

What is the FinView Case Owner Number?

How to Search for a Case

Understanding the Navigation Bar in FinView

What is a FinView Case?