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CVO Fundamentals

Across
You can accept payment for a customer or an account by selecting this button on the appropriate springboards.
In the CVO System, ______ color text indicates this field is read-only, and cannot be edited.
Customers will access this online portal to manage their accounts.
This displays a breadcrumb trail of windows and springboards currently open.
This changes color depending on where you are in the system.
Often in blue text, clicking these allow you to navigate within the system or perform specific actions.
A springboard will display the ____ most recent user-added notes.
This manager is where you can add a new customer in the system.
Down
Returns, payments, refunds, and transactions are sub-tabs under this tab.
A type of task that allows you to create and manage a workflow through multiple stages.
This environment will be made available to you to provide additional time for practice in the system before go live.
If you frequent a specific area or want to share a screen in the system, you can readily access it by adding or sending a ______.
An application in the system used to perform a set of related tasks.
Alerts, or 'flags' in the system placed on a customer or account that may affect certain processes.
This screen displays all managers available in the system.
The color of the springboard that contains period-specific or financial related information.
Name the tab the Letters sub-tab falls under.
To search for online web requests, you can navigate to this tab in the Search manager.
Any button or hyperlink that has an underlined letter can be activated by pressing the Alt key and the key of the underlined letter at the same time.
This manager is a repository of information about the system including both informational and step-by-step instructions for completing actions in the system.