Billing Schedule Monitor Review Search 274

Purpose

This saved search shows Phone Call records that need attention for quote expiration monitoring.

Criteria

Criterion	Value
Record type	Phone Call
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:

• Billing Schedule Monitor - connected through the quote expiration monitoring process.
• phone-call - connected through the quote expiration monitoring process.

Technical reference

Record identity

Item	Value
Record name	Billing Schedule Monitor Review Search 274
Script ID	customsearch_demo_quote_expiration_monitoring_274
Object type	Saved Search
Source XML	Objects/customsearch_demo_quote_expiration_monitoring_274.xml

Project assignment

Item	Value
Primary project	Billing Schedule Monitor
Record types	Phone Call