The Watchlist Reasons Screen

How To Get Here ?

  • From the Menu
    • Customers –> Watchlists Reasons

What is it for ?

  • To add new watchlist reasons, so that they are available in the drop-down list when assigning a customer to a watchlist

Hints And Tips !

  • You do not necessarily need to pre-define watchlist reasons using this screen
  • Watchlist reasons can also be created on-the-fly at the point in time when you want to assign a customer to a watchlist
  • See How Do I Add or Remove A Customer From A Watchlist ? and look for ‘on-the-fly‘ mentions in the text

Screen Print

 

Content

(*) denotes features not yet implemented at the time of writing

  • + New Button
    • Click on the + New button to initiate the creation of a new Watchlist reason
    • In the Title field of the Watchlist Reason dialog box, enter the Watchlist Reason name
    • Clcik on the Save button
    • The screen will refresh and show the new watchlist reason added at the bottom of the list
    • The newly created reason will now be available in the dropdown box of reasons when attempting to assign a customer to a watchlist
    • See How Do I Add or Remove A Customer From A Watchlist ?

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