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

Open your case.

You first need to enter into the case overview page.

Open your case.

See the last 3 activities.

From here, you can already see the last 3 activities. You can also see the total number of activities, relating to this case. On this example, there are 80 activities that have been recorded.

See the last 3 activities.

Click 'Activities' to see the full list.

To get the full overview of activities, click on the activities tab located in the main case navigation menu bar.

Click 'Activities' to see the full list.

View the full activities list.

You should now see the full list of activities. The top activity, is the last activity recorded on this case. If you want to see a specific set of activities, use the left hand menu panel.

View the full activities list.

Select your activity filter.

For this example, I have selected communications.

Select your activity filter.

View the filtered results.

FinView will now show only the communication events.

View the filtered results.

Learning how to effortlessly navigate, through case activities in FinView, is easy. Access the latest activities, view case-specific activities, and review communication logs to stay informed and organised.

Lies Knoester
Loves fast cars and is one of our primary users of FinView. for our Dutch collections DebtCo.
Posted in:
Payments
Automation
Emails
Communications
Data
UX
Debt collection
FinView
Platform

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