SA Premise List Zone

The SA Premise List Zone contains a row for each non-cancelled, non-closed service agreement linked to the account. The Premise (if any), Current Balance, Payoff Balance, and SA Information is displayed for each service agreement.

The service agreements appear in the following order:

  • Service agreements linked to the premise on which you're working appear first.
  • Next appear service agreements linked to the account that don't have a premise (deposits, charitable contributions, etc.).
  • Following this are the remaining service agreements linked to the account.
Note:

Dimmed Payoff Balance. A service agreement's Payoff Balance will be dimmed if it is the same as its Current Balance. Refer to Current Amount versus Payoff Amount for more information.

Warning:

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.