Admin Module
Articles pertaining to functionality and processes for CRA Administrators.
By Calvin and 1 other2 authors97 articles
Searches, Packages and Bundles
This section outlines the features on searches and reports along with package/bundle functionality.
Mass Verifications Resubmit and Mass Cancel
Searching for Orders Using Report Finder
Researcher Editing
Search Setup
Reviewing Pending Orders- Queues
Auto-Population of Addresses
Custom Searches
Search and Report Level Functions
Packages and Bundles
Package Limits
Dispute Search Type and QA
Scan Previous Reports
Quality Assurance Queue
QA Processing
Cumulative Report Grading
Results History
QA Instant Searches and Follow-up Searches
Mass Clear Searches
Quality Assurance (QA) Settings and Notifications
Report Grading
QA Flag and Follow-Up Queue
Instant Criminal (INCR) QA Processing Page
Additional Fees for Searches
Adding a fee or discount to an invoice
PayPal Payflow Payment Gateway
Auto-Pay and Credit Card Settings
Custom notes and messages on invoices
Mass exception pricing
Invoicing Clients
Exporting to QuickBooks
Open Line On Invoice
Invoice Detail - CSV Export
Reference Codes
Report Level Invoicing
Cancel and Exception Price Searches
Salespersons and Commission Tracking
Accounting Alerts, Bars and Credit Limits
Branch Invoicing
Client Management/Communication
This sections includes information that may be pertinent in client management and sales roles.
Adding a New Client
HR (Client) Users and Permissions
Client Branches
Client Settings Change Log
Service Reminder Notification
System Communication and Notes
General Client Information
Changing the client assigned to a reportMoving report to different client or changing the user on a report.
System Reports
This section outlines the different reports available in the deverus system.
Custom Data Pulls and Reports
Reports Section : Sales, Operations, Providers
Insight Upsell for Verocity
County Group Analysis
Researcher Completion Time
Researcher Performance Analysis
Searches Ordered Details
Searches Ordered
Pricing Report
Operations Report
Employee Productivity Report
Report Pacing
Client Search Completion Times
Sales Variation Report
Activity Report Tool
Client Account Standing Report
Insight Upsell Effectiveness
Commission Payment Calculator
Client Analysis Tool