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:

  • Access the Returns tab:
    1. Access the Account or Ticket detail view.
    2. Click the Returns tab. If the tab is not visible, click More Tabs. See More tabs
  • Click Insert New Return to add a return and complete these steps(Ticket detail view only) . See Adding a return
  • Click the Return ID to view the Return detail view. See Using the Return detail view