4. Managing Returns in List View
Learn how to manage return cards in List View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
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Learn how to manage return cards in Board View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
Learn how to access client details, next actions, Drake Portals features, notes, activity history, and staff assignment history in Workflow.
Learn how Drake Workflow helps you monitor returns by preparation stage, status, and progress.