Related Topics: Collections

Managing Collections

Maintaining Collection Accounts

• Using the Tickler File
• Reviewing Account Information
• Adding Collection Notes
• Reviewing Contact Information
• Generating a Collection Letter
• Adding a Promise
  • Maintaining Promise Details
• Reviewing Statement Messages and Comments
• Reviewing Contacts and Events
• Tracking a Collection Agency Account
• Batch Printing and Imaging Letters

Collections Administration

• Defining the Collections Processing Rules
• Setting Up User Access
• Adding a New Collection Officer
• Defining the Collection Officer User Profile
• Assigning Collection Accounts
• Transferring a Collection Account
• Transferring Accounts or Reassigning Accounts Automatically
• Purging Accounts
• Creating Standard Messages
• Customizing Promise Statuses
• Adding Collection Agency Information
• Transferring an Account to an Agency
• Logging in Using a Another ID
• Collection Letters
  • Setting Up Collection Letters
    • Application Profile - Apps - Collection Letters
  • Collection Letters Troubleshooting