Help CenterIn FinView, tracking and managing multiple cases associated with a single debtor is streamlined for efficiency and ease of use. This guide walks you through the simple steps to view all open and closed cases linked to a specific debtor. Whether you're a first-time user or need a quick refresh, these instructions will help you navigate the FinView interface smoothly.
1, Find Your Debtor:
The first step in accessing multiple cases for a single debtor is to locate the debtor in the system. You can easily search for a debtor using FinView's search functionality. If you're unfamiliar with how to search for a case, please refer to our detailed guide here: How to Search for a Case. This guide provides step-by-step instructions on using the search feature to quickly find the debtor you're looking for.
2, Click to access the Debtor Overview Page
Once you have found the debtor you are looking for, the next step is to access their overview page. This can be done with a simple click:
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Click on the Debtor: After your search, you will see a list of results. Locate the debtor in question and click on their name. This action will direct you to the debtor's overview page.
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Debtor Overview Page: The debtor overview page is a centralized hub for all information related to the debtor. Here, you will find a comprehensive list of all open and closed cases linked to the debtor. This page is designed to give you a holistic view of the debtor's account, making case management more manageable.
If you are already within a specific debt collection case and wish to view other cases associated with the same debtor:
- Navigate from Case to Overview: Simply click on the name of the debtor displayed within the case details. This will redirect you to the debtor's overview page, where you can see all related cases.
Utilising the Debtor Overview Page
The debtor overview page is an essential tool in FinView, designed to provide a complete picture of the debtor's interactions with your organisation. Here are a few tips on how to utilize this page effectively:
- Review Case Status: Easily identify which cases are open and require attention and which have been closed.
- Access Case Details: Click on any case listed on the overview page to access detailed information about that specific case.
- Manage Communications: View and manage all communications related to each case, ensuring you have all the necessary information at your fingertips.
Conclusion
Viewing multiple cases associated with a single debtor in FinView is straightforward, thanks to its user-friendly interface. By following the simple steps outlined above, you can efficiently manage and review all cases linked to a debtor, enhancing your ability to provide timely and effective resolutions. Remember, the debtor overview page is your go-to resource for comprehensive case management in FinView.