In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Suspense.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the From/To fields on the right.

Date From/To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

Action

 Select an Action to filter the list to suspense items with that Action. Actions are set up by the system administrator in Activity Suspense Setup.

Color Setup

 Use the Color Picker to assign colors to suspense items that are Due Today and Past Due so that you can easily identify them in the list.

Max # of Records Returned

 Enter the maximum number of records to be displayed in a single page of the list. By default, AMS360 displays the first 100 records unless you enter a higher maximum number in this field.

To see the data that meets your selection criteria, click Apply View.

Suspense

Applies to:  Customer Center

The Suspense view enables you to create, view, and/or update tasks that have been logged for follow-up. MoreClosedAll suspense items related to the selected customer are shown in the list.  (To view only suspense items assigned to you, see the Suspense View on the Home Center.) ...

Key Fields

Info

Click the icon to open the View Suspense form where you can view detailed information about the suspense item. More...

Due Date

The date on which an action or response should be completed or received. Click the due date to open the Activity/Suspense form where you can view or make changes to the suspense information. More...

By

The person who created the suspense item.

To

The person who has been assigned responsibility for reviewing and completing the task.

Action

The action to be performed for the suspense item. Actions are defined by your system administrator on the Activity/Suspense Setup data entry form.

Policy
Company
Claim

The Policy number, Company name, and/or Claim number associated with the suspense item when it was created, if any.

Status

The current status of the item: Incomplete (active) or Complete.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Click New Suspense in the toolbar and complete the fields on the Activity/Suspense data entry form. More...

The procedure is the same to change an Incomplete item to Complete, or a Complete item to Incomplete.

  • Click the check box(es) corresponding to the item(s) you want to change.
  • In the toolbar, click Change Complete Status.
  • Click OK to confirm that you want to change the status.

You may delete only one suspense item at a time.

Deleting a suspense item removes it permanently from the database. Consider changing the status of the item to Complete instead of deleting it.

  • Click the check box corresponding to the item you want to delete.
  • In the toolbar, click Delete.

    If you select multiple items, the Delete button is not available. Click the check box again to clear an item.
  • A message asks you to confirm that you want to delete the item. Click OK to delete the item.

    The selected suspense item is removed from the list and cannot be retrieved.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.