Review Entries in Rapid Entry
As you enter information in Rapid Entry, it is searched for potential duplicate records and non-standardized addresses. If there is a problem with an entry, the status flag changes in the Status column. All entries that do not display the green check mark must be reviewed before a batch can be properly closed in Aegis CRM.
Status Flags
Status flags are applied to each transaction entered in Rapid Entry and are displayed in the Status column of the Batch Entry screen. The table below identifies the stats flags and includes a description of each flag.
| Status Flag | Description |
|---|---|
| Green Check Mark | No issues with the Partner record have been found. |
|
Yellow Check Mark |
There is an issue with the Partner record and it needs to be reviewed.. |
| Green Check Mark with People Icon | A similar record has been found with a potential for duplicate records. If they the records are duplicates, you can merge the records in Rapid Entry. |
| Letter with a Red Circle and Bar | The Partner record does not have a standardized address. |
Review an Entry
To review an entry select the record with an issue, click Review in the Batch Header panel.
After duplicate records have been merged or other issues have corrected, click Review Next to display the next record for review.
Note: Depending on the choices made on the Miscellaneous tab of the batch Options screen, either the next entry in the list or one with a potential issue displays for you to review.
|
Copyright ©2017 Aegis Premier Solutions |