How to view Ticklers associated with Out of Portfolio loans?

• From within the main menu click on Reports & Letters
• On the left hand menu click on Ticklers > Ticklers
• Set any applicable table filters (blue highlight below);  TIP: if you'd like to view all Ticklers regardless of status for Out of Portfolio loans, then don't set any filters (as shown below).
• 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

In this snapshot we're able to see that 2 Out of Portfolio loans have several ticklers associated with them.  How do I know there are 2 loans?  Look at Log Number and Reference Name columns.

As you can see from the screenshots below, the Tickler table above is displaying the Ticklers for 2 Out of Portfolio loans that still have Ticklers associated.

• 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