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RETURN TO THE MAIN SUPPORT PAGE


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.


  • (C) Name - Indicates the name of the Customer that is saved in the system. 
  • (D) Location - Indicates the location where the Customer is associated.
  • (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. The system lists events that have been scheduled for less than a full day in hours and minutes. 
  • (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.


  • (J) Search - Search by name, phone number, email address or unit number. 
  • (K) Location dropdown - Click to filter Collection information by specific location(s).
  • (L) Apply - Click to search by your selected filter(s).
  • (M) Reset - Click to clear any applied search, filter, or sort options.


  • (N) Page Window - For results that have more than 1 page, enter the page you wish to jump.
  • (O) Results per Page dropdown - Click to adjust how many results appear per page.


  • (P) Column Titles - Clicking a specific column title 1 time will sort that column alphanumerically. Clicking that same title a 2nd time will sort by reverse alphanumeric order. Clicking the same column title a 3rd time will remove all sorting options.


  • (Q) Open - Click to access the Customer card and complete the scheduled Collection event.