Adding notes to tasks in FinView's TicketDesk is a powerful feature enhancing communication and context. Notes can include status updates, reminders, or other essential task information.

In FinView, users can create a customer-specific workflow by either building one directly in the customer account or copying an existing generic workflow.

FinView tracks all events, and activities, that relate to a case. From communications, payments, to logging into the FinView app, all activities on a case, are recorded and logged, in the activities window. Check out how you can find, case related activities, in a few simple clicks.