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Sales, Credit, Pricing, and Legal Communities

Example of Task ID Hyperlink from the Task List page:

Example of Task Details:

Field Descriptions for Task Details

Field

Description

Account

Displays the name of the company.

Task

Displays the type of task:

  • Credit
  • Pricing
  • Legal

Category

Displays the Category for the request:

  • Credit Request -Prescreen (request for risk rating)
  • Credit Request -New Request
  • Credit Request -Increase (to an existing line)
  • Credit Request -Cancelled/Withdrawn by sales
  • Credit Request -Pre-Approval
  • Legal Request (All)
  • Legal Request -Legal Docs
  • Pricing Request (All)
  • Pricing Request -Pricing

Task Status

Displays the status of the task. The options are:

Credit

Legal

Pricing
  • Review Required
  • More Info Needed
  • Approved
  • Prescreen complete
  • Declined
  • Conditional Approval
  • Withdrawn (Lost)
  • Withdrawn (On Hold)
  • Awaiting Approval
  • Inactive
  • Blocked
  • Extension
  • No Renewal Required
  • More Info Provided
  • Pending Credit Approval
  • More Info Needed
  • Abandoned
  • Negotiation Complete
  • Team Leader Handling
  • More Info Provided
  • Response Required
  • Submit Special Bid
  • Complete
  • Complete-Revised
  • In Process
  • Resubmit Special Bid
  • ROE Tool Approved
  • ROE Tool Rejected
  • More Info Needed
  • More Info Provided

 

Request By

Displays the user ID who created the task.

Requested Date

Displays the creation date of the task.

Requested Due Date

Displays the due date the FAM requested.

Assigned By

Displays the User ID of the FAM who assigned the task.

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