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When using a third party for ID checking (such as TransUnion, LexisNexis or Experian) and using the configuration option which allows a user to manually override the check - from AgencyCloud 12.157+, how the manual check is actioned has been updated from AgencyCloud 12.157+
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This update means that you are now offered just one option to override the check (rather than choosing to pass or fail the override)
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For more information on the configuration option (introduced in AgencyCloud 12.146) click here: |
1. Manually overriding a check From a contact record:
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2. ID check complete After entering override notes:
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When using a third party for ID checking (such as TransUnion, LexisNexis or Experian) and & using the configuration option which allows a user to manually override the check, how the manual check is actioned has been updated in AgencyCloud 12.157+ |
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