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CVO Fundamentals

Across
In the CVO system, this color field indicates the field is read-only, and cannot be changed.
Often in blue text, these allow you to navigate to different areas in the system or perform certain actions.
This CVO system environment will be open after Tier II training for additional practice in the system before we go live.
You can accept a payment for a customer or account by clicking this button on the appropriate springboard.
A springboard that contains account or financial related information will display this color.
This changes color depending on where you are in the system.
This manager is a repository of information about the system including step by step instructions for completing actions.
An application in the system used to perform a particular set of related tasks.
Name the tab the Letters sub-tab falls under.
Customers will have access to this online portal to perform a variety of tasks.
Down
This manager is where you might look for a customer in the system.
Returns, payments, refunds, and transactions are all contained within this tab on a Customer springboard.
This screen displays all managers available in the CVO system.
Alerts, or 'flags' places on a customer, account or period.
Any button that has an underlined letter and can be activated by pressing the Alt key and the underlined letter.
This displays a list of windows and springboards that are currently open.
A springboard will display the ___ most recent user added notes.
To search for letters in the system, you can navigate to this tab within the Search manager.
A type of task that allows you to create and manage a workflow through multiple stages.