When working with account requests, the user often enters a completion note and clicks Save but forgets to manually mark the request 'Closed'.
The system has been updated so that a prompt is displayed if a Completion Note was entered but the Status was not changed, requiring the user to select either:
- 'Yes' to proceed with an auto-status change to Closed eliminating the need for a manual status update, or
- 'No' to proceed purposefully without changing the status of the account request.
Pathways
- Customer Service Screen (Accounts) > Account Request Management > Edit Account Request
- Customer Service Accreen (Accounts) > Customer Details > Edit Account Request