Using the Account Status Module

The account status module allows you to filter your accounts by status. You can create specific codes, i.e. Repo, Pending Repo, Insurance Lapse, etc. and then assign the account the code.

The module was designed to allow you to see all accounts that match your custom codes and then print reports or export the data to Excel.

The dropdown box on the upper left contains your list of status codes and the small button next to allows you to apply the selected filter to the account list.

The Filter list button on the lower left will allow you to filter based on more criteria, it is based on the names of the fields in your database.

The Excel export button call the Excel export utility that creates an excel spreadsheet of the filtered data.

The View Service button calls the module that shows the services that need to be and have been performed on the unit.

The View Details button calls the module that allows you to see the complete ownership list of the vehicle. In the finance / buy here pay here industry, you may sell the same unit multiple times. The module shows every owner and their account detail.

The Reports button contains a list of the account reports that you can print for the selected accounts.


Last Updated: 4/26/2005