Case Follow-up Reminder Review Search 166

Purpose

This saved search shows Partner records that need attention for billing schedule monitor.

Criteria

Criterion	Value
Record type	Partner
Status	Open or pending review
Inactive records	Excluded

Results

Column	Purpose
Internal ID	Opens the source record
Status	Shows current process state
Owner	Shows who should review next
Last modified	Helps identify stale records

Operational notes

• Check criteria before using this search as an automation trigger.
• Keep result columns concise for daily review.

Related configuration

This object references:

• Case Follow-up Reminder - connected through the billing schedule monitor process.
• partner - connected through the billing schedule monitor process.

Technical reference

Record identity

Item	Value
Record name	Case Follow-up Reminder Review Search 166
Script ID	customsearch_demo_billing_schedule_monitor_166
Object type	Saved Search
Source XML	Objects/customsearch_demo_billing_schedule_monitor_166.xml

Project assignment

Item	Value
Primary project	Case Follow-up Reminder
Record types	Partner