To view the action history for a rent account

The procedure to view the action history for a rent account is as follows:

Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
Double-click on the specific agreement against which actions have been added to an associated account. The Agreement Details window is displayed.
Click on Accounts. The Accounts tab is activated.
Double-click on the specific account against which actions have been added. The Account Details window is displayed.
Click on Action History. The Action History tab is activated and a list of all arrears actions applied to the account, including served notices, court applications and eviction orders is displayed in the Action History summary table 1. Certain fields are worthy of special note and are captured in the table below.

Tip

1 By default, all actions are displayed in chronological order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

Field	Description
Action	The action being proposed for the account. Where an action has been overridden, the alternative action will be displayed.
Suggested date	The date on which the action was proposed for the account.
Process action	The current status of the action e.g. Confirmed, Auto-confirmed, Overridden, Rejected, Authorisation Requested, Authorisation Approved, Authorisation Rejected.
Process reason	A qualification of the circumstances surrounding the action being proposed for the account.
Processed date	The date on which the action was processed, irrespective of the outcome.
Processed by	The name of the end user who processed the action.
Processed notes	The contextual information entered in support of the action being processed.

See related topics...

Rents account action management overview

To view key actions on a rent account

To add an action to a rent account

To disable a rent account action

To define the user profile

Using the search facility