Pulse
A couple of things to check before raising a ticket.
Has only 1 solution been selected?
This can be identified by going to the review s...
Thu, 19 Sep, 2024 2:52 PM
If you are unable to progress a client as there is no Assignment available (see below image)
Open the client history and take a screenshot of the l...
Tue, 20 Feb, 2024 3:58 PM
If there is no end session button-
It may be that you are unable to see the end session button.
To rectify this you can simply press the three dot...
Tue, 20 Feb, 2024 3:58 PM
•Firstly, ask the client about what’s been happening since they last spoke to us and ensure that we’re fully updated on any changes in their circumstances
...
Tue, 20 Feb, 2024 3:58 PM
If when you open verification it does not present you with the clients solution (like below image) you will need to refer this to a debt advisor for them ...
Fri, 22 Mar, 2024 10:14 AM