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FinView Hub Knowledge Base

FinView Hub is the control centre of the FinView suite. Used by agencies and companies

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How to view and edit the initial case information.
How to request documents from a customer
Giving a case a legal status.
How to find case activities?
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?
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
Creating a task in a case.
How to send an email from a case
Modifying Identification Information in FinView
Modifying Employment Information in a Consumer Debtor's File on FinView
How to Change Validation Status on Contact Information
Understanding the FinView numbering
Uploading New Cases in FinView Using Excel Format
Understanding the Difference Between a Debtor Record and a Debt Collection Case in FinView
What is the Originator of Credit in FinView?
Activate your Portfolio in FinView
What are buckets in FinView?
What are Portfolios in FinView?
Understanding Case File Numbers in FinView
How to Redirect from a Task to a Case.
How to I add an attachment to a task?
How to Add Notes to a Task
How to View the Description of a Task
How to Change the Name of a Task
How to Change the Description of a Task
Setting Up Automatic Email Notifications for Paid and Closed Cases in FinView
Setting Up Workflow Preferences in a FinView Customer Account
Configuring Import Rules for Customer Accounts in FinView
Setting Up Enrichment for Your Customer Account in FinView
How Can I Define the Business Entity for My Customer in FinView?
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How to give access to FinView Control, to an existing customer user.
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?