Account Logs

The Logs Page displays all Logs created for this Account in a grid with optional preview below.

Add a Log to the grid by clicking on the Add Item Button button or by dragging and dropping a file from Windows Explorer or an Email from Microsoft Outlook.

Logs still to be actioned will be shown in bold text.

Logs grid

Column	Description
Thread	The first column displays icons showing where a Log fits in a thread if applicable. This column cannot be removed from the grid.
	Opens the selected Log for viewing or editing.
	Displays if a Document or File is attached to the Log.
	Displays the Log Severity if one has been set.
Severity	Displays the Log Severity in words if one has been set.
System	Ticked if the Log was created by finPOWER Connect automatically (generally when a change is made to the Account).
External	Displays if the Log was created by an external application.
Source	Displays the source of the Log, e.g. New Loan Letter Log may be created by a Status Rule Change.
Type	The type of Log selected, e.g. User logs are created by a User directly.
Date	The Effective Date of the Log.
Subject	The Subject as entered when creating the log.
Action Date	The date the Log is to be Actioned.
Complete	The date the Log action was completed, if it has been.
Document	Displays the Code of the Document attached to this Log where applicable.
Document Description	Displays a description of the Document attached to this Log where applicable.
Publish Status	Displays whether the Document has been sent, or is to be sent.
Fee	Displays a fee amount charged against the account. ie: letter fee.
Balance	Displays the Account Balance at the date of the Log.
Overdue	Displays the Overdue Balance of the Account at the date of the Log.
Contractual	Displays the Contractual Overdue Balance of the Account at the date of the Log.
Creator	The User who created the Log.
Created	The date and time the Log was created.
Owner	The Log's Owner.
Delegated	If applicable, the Delegated User.
Notes	Displays any Notes entered when the Log was created.

Button Strip

Button	Description
	Add a new Log.
	Delete the selected Log.
	Reply to the selected Log, or continue the thread.
	Show or Hide the thread view Icons in the left column of the grid and the other Logs in the thread in the Preview Pane.
	Show the top line of the Log Notes in the grid (Compact View), or show the full Notes text over a number of lines (Full View).
	Show or Hide the Preview Pane below the button strip.
	Save the grid selections as your default settings so that the grid will look the same each time the page is opened.

The Permission key UpdateAny will prevent you from updating any log's, when System Basis set to Deny.
See Topics, for more information about Log Outcome and Information List Form. This list is defined by the AccountLogOutcomes Information List.