Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can check your account's subscription package on the Subscription page.
This article explains how to download lists of Rx Collect requests from the Dashboard.
For more on Rx Collect, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must be subscribed to the Accelerate or Elevate package.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
- For the Rx Collect request download to include Sales Records:
- You must also have user account Sales permissions to View Sales Records. Learn more.
- For the Rx Collect request download to include Individual Records:
- Your assigned Security Group must also have the Individual Visible permission.
- If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
- Your assigned Security Group must also have the Individual Visible permission.
How to download a list of Rx Collect requests
- Go to the Rx Collect Requests Dashboard.
- Select the Download Requests button.
- Choose from: All Requests, Pending Requests, or Complete Requests.
- Select the folder location on your computer and save.
All files download in a CSV format.
Each file includes:
- Record ID
- Record Type
- Recipient Name
- Servicing Agent
- Status
- Sent Date
- Sent By
- Complete Date