Obligations

Program Navigation: Simplicity > toolbar > Leads Browse > Lead Dashboard > Obligations

Navigation:  The User Interface > What is in Simplicity > Toolbar > Leads (Browse) > Lead Dashboard  >

Obligations

Program Navigation: Simplicity > toolbar > Leads Browse > Lead Dashboard > Obligations

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·This browse allows the user to insert/manage all obligations for the selected lead (such as the COB details).

·Once all relevant obligation information has been inserted, a proposal will be generated automatically by the program.

·Creditor statuses can also be changed in order to perform Universal Rule Set validations and/or to mark certain creditors as "Paid Up" when no more payments are to be made.


Obligations

This is an example of the obligations tab

 

Minus18The following controls can be found on the Obligations browse: