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Which intervals are available for automated proceduresteps?
Why isn't the days in procedure (D.I.P./DIP) adjusted when a past due invoice is loaded into iController?
Why can't I create an automated procedure step for postal mail/PDF?
Why does iController suggests an action (e.g. reminder) when all documents are in promise?
How come there are no upcoming actions visible on my debtorsheet?
Why isn't my current procedure action 'Send reminder' performed , even though I've send a reminder?
Why does the procedure continues/actions are visualized in the worksheet when documents are in a status other than procedure?
How can I undo an executed automatic action?
When will the debtor in ‘manual procedure’ be moved back to automatic procedure again?

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How do I change the name of a procedure?

November 10, 2021 15:42
Updated

Click on the gear icon () in the upper right corner of the top bar
Go to Settings
Select Procedures in the left menu (see Worksheet)
Navigate to the procedure you want to adjust and click the Edit button
Update the name in the field Name at the top of the screen
Click on Save