Help CenterQuick Guides
How Can I Define the Business Entity for My Customer in FinView?Setting Up Enrichment for Your Customer Account in FinViewConfiguring Import Rules for Customer Accounts in FinViewSetting Up Workflow Preferences in a FinView Customer AccountSetting Up Automatic Email Notifications for Paid and Closed Cases in FinViewHow to Change the Description of a TaskHow to Change the Name of a TaskHow to View the Description of a TaskHow to Add Notes to a TaskHow to I add an attachment to a task?How to Redirect from a Task to a Case.Understanding Case File Numbers in FinViewWhat are Portfolios in FinView?What are buckets in FinView?Activate your Portfolio in FinViewWhat is the Originator of Credit in FinView?Understanding the Difference Between a Debtor Record and a Debt Collection Case in FinViewUploading New Cases in FinView Using Excel FormatUnderstanding the FinView numberingHow to Change Validation Status on Contact InformationModifying Employment Information in a Consumer Debtor's File on FinViewModifying Identification Information in FinViewHow to send an email from a caseHow to give access to FinView Control, to an existing customer user.