Entry After Screening

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One of the easiest ways to use the Dynamic Screening List (DSL) functionality, is after screening a new client, you can choose to add the details to your DSL.

For example, I have searched for a "Robert Zhao" using his full address in the search:



And then I choose the "Add to my Dynamic Screening List" option, and I am taken to the DSL Add Entry page already populated with what I've searched for:



You can add additional details if you desire, like a customer ID # in the notes field or an internal code, and add this entry to your DSL.

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Comments

  • Avatar
    puja Gabriel

    Thanks for the orientation

    May you then give the Password and User name so that I practical do it to ease my service

    Regards
    Gabriel Ankleto

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