Help CenterCase management
What is a FinView Case?Understanding the Navigation Bar in FinViewHow to Search for a CaseWhat is the FinView Case Owner Number?How to search and find the FinView Case Owner Number?Searching for a Case in FinViewUnderstanding the Relationship between Case Owner Number and Case File Number in FinViewHow to Find Invoices in a Case on FinViewUnderstanding Contact Cards in a Case on FinViewUnderstanding the Primary Contact Data IndicatorHow to Change the Primary Contact StatusHow to Add a Telephone Number to a CaseHow to Add an Email to a CaseHow to Add an Address to a CaseHow to Add Social Media Links to a CaseHow to Add Website Details to a CaseHow to set the Vulnerability Indicator on a caseUnderstanding Validation Status's for Contact Data in FinViewHow to Modify or Update Personal Information on a Consumer Debtor in FinViewAdding Bank Information to a Debtor FileViewing Multiple Cases on One Debtor in FinViewIntroducing the New Case Overview Dashboard in FinViewHow to close a caseHow to Reopen a Closed Case in FinViewHow to Relink a Case to a New BucketPlacing a case in debt supportHow to set the status on a case to "Documents needed from customer"How to create a payment planHow to view the details of an active payment planHow to remove interest from a caseHow to remove debt collection costs from a caseHow to add costs back to a caseHow to add interest back to a caseHow to view the initial invoice information, and make changes.