Worklist Configurations

This video will demonstrate how to add accounts to the Example Dispute Worklist. Please review the detail below the video for the individual steps outlined in it. Adding Accounts to a Worklist In this video, we'll explore how to add account...

Worklists are organized queues of accounts waiting to be worked and serve as a tool in account management workflow. Aligning worklists with thoughtful workflow enhances efficient account management.  This guide provides an overview of creatin...

This video will demonstrate creating a sample dispute worklist. Please review the detail below the video for the individual steps outlined in it. Creating a Dispute Worklist In this video, we'll guide you through creating a work...

What is the Worklist Logic Filter? The Worklist Logic Filter allows users to filter accounts in worklists based on criteria set in a Logic Block, enabling targeted account management. Please Note Worklist Logic Filters are created, edited, a...

This article covers tasks like adding accounts to worklists,  worklist action path actions, and handling restricted accounts. Building a Worklist: Logic Blocks Access the worklist and navigate to the Build Options  section Click...