The Account Activity History Zone is a grid that summarizes a variety of account-related events (in reverse chronological order). Pushing the button adjacent to the information transfers you to an appropriate page. The following table lists the type of information that may appear in this zone and the page to which you will be transferred if you push the adjacent button.
Activity Label |
What Is Displayed |
Drill Down Transfers You To |
Overdue Event. One row is displayed for every Pending overdue event linked to the account. |
The overdue event's standard information string (this is dynamic as it's constructed by an algorithm) |
Overdue Process - Events |
Overdue Process. One row is displayed for every Inactive overdue process linked to the account. Inactive processes are displayed (as opposed to active ) because active overdue processes have pending events and pending events are shown separately. |
The overdue process's standard information string (this is dynamic as it's constructed by an algorithm) |
Overdue Process - Main |
Customer Contact. One row is displayed for every customer contact associated with the main taxpayer linked to the account. |
The main name of the person associated with the customer contact, the customer contact's class and type, and the customer contact's date |
Customer Contact - Main |
Compliance Rating History. One row is displayed for every compliance rating transaction that affects the account's compliance rating |
The effect on the account's compliance rating, the end date, creation date and the process that created the transaction. |
Account - Collections |
Case. One row is displayed for every case associated with the account. |
The case's standard information. |
Case - Main |
The first 25 rows are displayed when this zone is initially built. If more rows exist, a Get All button appears. If you click this button, the system retrieves a maximum of 750 rows.
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