For any of the raised queries, if you want to send a notification to Notify Client Contact as a reminder, follow the steps given below:-
Step 1:- Click on Audit > Manage Queries.
Step 2:- Click on the Notify Client Contact icon.
Step 3:- It will send an Email and Portal Notification as shown below to the assignee.
Note:- This button will only be enabled if the fund has at least one External Query. How to view other Columns
Step 1- Click on Audit > Manage Queries > Column.
Step 2- Select the checkbox for the columns that you view. Once done, hit Save.
How to Filter the Queries
Step 1- You can filter the queries by Query Type, Query Status, Job Status, Fund Name, ABN, Firm Name and Assignee.
Step 2- Click on the Filter button and select the filter.
Step 3- Once done, click on Filter to apply the selected filters to the available information.
Step 4- The query data will be filtered and result will be displayed on your screen. You can click on Reset icon to reset the applied filter and click on close to close the Filter toolbar.