The View Account History page allows for viewing account transaction information.
If an account has been selected and has been opened elsewhere in the application, the View Account History page will be displayed when the View Account History link is clicked in the dark blue selection list on the left (under Account Information).
The View Account History page displays a transaction list for the account. Each transaction is listed with the type of transaction, date the transaction occurred, the user performing the transaction, and summary information.
The Notes log is available to review notes entered by internal representatives or the system during automated processes. Additional notes may be entered by clicking the Add Note to Log button.
This page is a useful for:
¨ Reviewing transaction data for the account.
¨ Review or add notes to the account log.