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Several updates have been made to ID Checks in AgencyCloud 12.164, as outlined in the following sections:
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From contact record:
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When cancelling ID, entering a cancellation reason is now mandatory From any record where ID Check information can be stored (e.g. contact, applicant, tenant, etc):
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3.
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Detail in journal/activity feed when
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new ID added & existing ID cancelled
When a new check is added which cancels a previous check, how the new check has been added is detailed in the contact journal and activity feed When a check is created by: 1. A manual override - contact journal/activity feed states that the ID has been cancelled due to  2. Submitting to LexisNexis - contact journal/activity feed states that the ID has been cancelled due to …new check submitted to LexisNexis 3. Manually marking the check as Passed - contact journal/activity feed states that the ID has been cancelled due to …new check completed by manually setting to passed
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Due to configuration options, your ID Check screen may differ to that shown above - however, the functionality described above still applies |
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