Vendor Payment Release Review Search 206

Purpose

This saved search shows Contact records that need attention for case follow-up reminder.

Criteria

Criterion	Value
Record type	Contact
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:

• Vendor Payment Release - connected through the case follow-up reminder process.
• contact - connected through the case follow-up reminder process.

Technical reference

Record identity

Item	Value
Record name	Vendor Payment Release Review Search 206
Script ID	customsearch_demo_case_follow_up_reminder_206
Object type	Saved Search
Source XML	Objects/customsearch_demo_case_follow_up_reminder_206.xml

Project assignment

Item	Value
Primary project	Vendor Payment Release
Record types	Contact