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Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.


  • (A) Customer icon - Click the Customer icon in the left-hand navigation column to access the list of scheduled Collection events.
  • (B) Number badge - The badge located above the icon indicates how many outstanding Collection events remain to be completed. If you have access to more than 1 location, this number includes Customers at all locations.



Columns Definitions

  • (C) Name - Indicates the name of the Customer that is saved in the system. 


      • (E) Phone - Lists the Customer’s primary phone number that is saved in the system.
      • (F) Email - Lists the Customer’s primary email address that is saved in the system.
      • (G) Days in List - Indicates how many days the specific Collection event has been scheduled for completion.
      • (H) Days Past Due - Indicates how many days past due is the specific Collection event.

    (I) Type - Indicates whether the Collection event is a call, text or email.(D) Location - Indicates the location where the Customer is associated.