Using the Returns Tab

The Returns tab on the Account and Ticket Detail views lists all returns for the selected record.

You can filter the data displayed on this tab based on:

• The Accounting Entity (if the Master Data Consolidation functionality is enabled).
• The Status (if the Back Office Extension integration is enabled).
• The CRM Status (if the Back Office Extension integration is disabled).

On this page you can:

• Open the Returns tab:
  1. Open the Account or Ticket detail view.
  2. Click the Returns tab. If the tab is not visible, click More Tabs.
• Add a return (Ticket Detail view only)
  1. Click (Insert New Return).
  2. Complete the steps for adding a return.
• Click the Return ID to open the Return detail view.