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Home > Support > Ventures > Ticklers > How to view Ticklers associated with Out of Portfolio Loans
How to view Ticklers associated with Out of Portfolio Loans
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How to view Ticklers associated with Out of Portfolio loans?

 

  • Mouse over Data in the main menu, click on Ticklers in the submenu that appears.
  • Set any applicable table filters;  TIP: if you'd like to view all Ticklers regardless of status for Out of Portfolio loans, then don't set any filters.
  • Click on the Filter icon to view the Out of Portfolio drop-down options and set to Yes;  TIP:  Setting the Out of Portfolio filter to Yes will display Ticklers associated with loans classified as Out of Portfolio 
  • Use the Gear Wheel to Export the table to Excel/PDF if you have a lot of records for easier review.
  • The table will display loans listed as out of portfolio, and any other filters you set in the filters options.

 

 

 

  • Note: If you'd like to manually complete/deactivate the Tickler so that it no longer appears, please refer to our KB Article Manually Completing and Deactivating a Tickler
  • TIP:  We DO NOT recommend deleting ticklers. Please refer to the article hyperlinked above for next steps

 

 

 

 

 

 

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