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How to populate the "Status Summary" field on Disputes with a History record

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This is the solution to how to populate the "status summary" field on disputes with a history record.

How to populate the status sumary field (image 1).png

In order to populate the "Status Summary" field with the latest history, the primary category of the history record must be "Status." Refer to the following steps:

  1. Go into the dispute.

How to populate the status sumary field (image 2).png

2. Go into history/narratives. 
3. Click the desired history/narrative.
4. Click categories.
5. Click "Edit".

How to populate the status sumary field (image 3).png

6. Change primary category to "Status". 
7. Click "Save and Close".

How to populate the status sumary field (image 4).png

8. Check to see if the "Status Summary" field is populated