Using the Experts > Using Office Expert

Displaying Office Expert

To display the Office Expert, select Experts > Office Experts. The Office Expert window is displayed.

A list is displayed in the Results Created column.  In each list, you can change the format of the results and the organization of the results.

To change the display, set these options at the top of the Office Expert window:

• Display Mode—Grid displays the results in a table; Narrative displays the results as text.

• Group By—These options vary according to the Office Expert that has been selected.

Each Office Expert has a priority designated by an icon:

•  Note

•  Important

•  Urgent

Related Topics

Setting Office Expert Preferences

Defining Aged Receivables Expert Items

Defining Appointment Confirmation Items

Defining Appointment Status Items

Defining Claim Resubmission Items

Defining Contact Notes

Defining Credit Balance Items

Defining Deleted Transaction Items

Defining Insurance Claim Queue Items

Defining Recall Items

Defining Statement Items

Working with the Results of Office Expert

Using Contact Experts