View AIM History

Use the History tab in the AIM Panel to view transaction history pulled from AIM for the account displayed in the Work Form.

To view AIM history

With an account displayed in the Work Form, at the top of the Panels section, click the name of the currently displayed panel (for example, Notes, Phones) and then click AIM Panel.
In the toolbar, click History.
Click the plus sign (+) to expand a transaction and view more detail.

AIM Panel - History tab

Transaction Type: Type of AIM transaction.

Agency/Attorney: Outside collection agency or attorney that held the account when AIM processed the transaction.

Date: Date AIM processed the transaction.

Message: Information regarding the transaction.

Balance: Balance on the account when AIM processed the transaction.