Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
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 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.
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
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Record permissions — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
Sales Record permissions
For the Rx Collect request download to include Sales Records, you must have user account Sales permissions to View Sales Records. Learn more.
Sales Enablement Visible permission
To access the Rx Collect Requests Dashboard, you must be assigned to a Security Group with the Sales Enablement Visible permission.