Purpose

This saved search shows Customer Deposit records that need attention for contract renewal alerts.

Criteria

CriterionValue
Record typeCustomer Deposit
StatusOpen or pending review
Inactive recordsExcluded

Results

ColumnPurpose
Internal IDOpens the source record
StatusShows current process state
OwnerShows who should review next
Last modifiedHelps identify stale records

Operational notes

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

This object references:

Technical reference

Record identity

ItemValue
Record nameCampaign Response Routing Review Search 298
Script IDcustomsearch_demo_contract_renewal_alerts_298
Object typeSaved Search
Source XMLObjects/customsearch_demo_contract_renewal_alerts_298.xml

Project assignment

ItemValue
Primary projectCampaign Response Routing
Record typesCustomer Deposit