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FinView Knowledge Base

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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?
About User Roles in FinView
Cancel your Subscription
Invite Users to your Organisation
Customising Bucket Settings in myFinView: A Step-by-step Guide
Adding a New Bucket to your Portfolio
Creating a new Portfolio in FinView
Setting Up Workflows in a FinView Customer Account
Setting Up Financial Details for Your Customer in FinView
Defining Your Customer Settings in FinView
Creating and managing customer users
Adding a Customers Company Information
Creating a New Customer
Key Elements in Setting Up a Customer on FinView
Understanding Validation Statuses for Contact Information in FinView
What is a business entity in FinView?
Understanding Invoices in FinView
How to Delete an Import in FinView
Guidelines for Importing Telephone Numbers in FinView
How to Upload Cases to FinView: A Step-by-Step Guide
How to Reset Your FinView Account Password
How to Activate my Account
How do I Setup Two Factor Authentication (2FA)
How to Reset Your FinView Account Password
How to Activate my Account
How do I Setup Two Factor Authentication (2FA)
How to reset the myFinView 2FA?
Activating a MyFinView Account: Quick Guide
How can I deactivate a debtors myFinView account?
How to see if a debtor logs into the myFinView account?
What is myFinView?
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Understanding 'Up to Today' and 'All Tasks' Navigation in My Open Tasks
How to Link an Unlinked Email to a Case
How to Change the Deadline Date on a Task in FinView's TicketDesk
How to Assign a Task to a User
Navigating Through Tasks Using the FinView TicketDesk Navigation Panel
How to Close a Task in FinView
Understanding Task Statuses in FinView's TicketDesk
How to find your tasks in FinView
What is the FinView TicketDesk?
Understanding 'Up to Today' and 'All Tasks' Navigation in My Open Tasks
How to Link an Unlinked Email to a Case
How to Change the Deadline Date in a Task
How to Assign a Task to a User
Search Through Tasks Using the TaskDesk Navigation Panel
How to close a task.
Understanding the task status
How to find your tasks.
What is the FinView TaskDesk?
How to activate a workflow in your customer settings
How to Create a New Workflow from a Customer Account in FinView
How to Create a Customer-Specific Workflow in FinView
Creating a Workflow in FinView: Step-by-Step Guide
Leveraging Sub Flows for Optimal Collection Strategies in FinView
Understanding the Different Types of Workflows in FinView
An Overview of FinView Workflow Nodes
What are workflows?