Case/Profile Management (Forwarders)

Address Management for Forwarders
This article applies to forwarder admins only  The Address Management feature allows forwarders to review and edit cases that require attention du...
Wed, 22 Sep, 2021 at 11:23 AM
Assigning Service Provider to a Case for Forwarders
This article applies to forwarders Step 1: Open the case  Step 2: Click on the Service Providers tab  Step 3: Click on + Case Service Providers to ...
Wed, 22 Sep, 2021 at 11:18 AM
Bubble Counter Refresh Button - Forwarders
This article applies to forwarders This feature will allow you to refresh/update the case notification bubble counts.  Upon log in, you will see...
Wed, 22 Sep, 2021 at 11:24 AM
How To Close A Case - Forwarder
This article applies to forwarders  Close Case Using Action Buttons   Step 1: Open a case that you are going to close then click on the Close Cas...
Wed, 11 May, 2022 at 1:07 PM
How To Reopen A Case - Forwarder
This article applies to forwarders  This article explains how to re-open a case for an agent from a forwarding company  Step 1: Select a closed case...
Wed, 11 May, 2022 at 1:06 PM
Bubble Counter Menu for Forwarders
This article applies to forwarders After logging in, you see navigation menu bubbles at the top of the page. These are action items, informational items...
Wed, 22 Sep, 2021 at 11:24 AM
Asset Recovery Process for Forwarders
This article applies to forwarders effective 2/16/2022 All agencies with global access to RecoveryConnect will need to mark the case On Hook and comple...
Thu, 5 May, 2022 at 8:39 AM
Navigation Menu - Closes/Holds - Forwarders
This article applies to forwarders Closes/Holds is the list of cases that have a pending status change request. The Pending Close/Holds page displ...
Tue, 5 Oct, 2021 at 2:00 PM
How To Create A Case - Forwarder
This article applies to forwarder company admins and case workers Step 1: Click on + Case Step 2: Complete Basic Info Client Case Typ...
Wed, 8 Dec, 2021 at 2:29 PM
Case Information - Forwarders
This article applies to forwarders  Once a case is created in the system and accepted by your agency, you can access the Case Information page to vie...
Thu, 28 Oct, 2021 at 12:28 PM