owner-PC\Derek
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1. Expand the Accordion View
First, you will need to open the accordion view in order to find the customer you are attempting to exclude from collections actions.
2. Click the Search button
After expanding the accordion view, you can click on the search button (the little magnifying glass) located at the top right corner of the screen. This will pull up the search screen so you can find your customer.
3. Make sure the "Type" is set to the correct field
In order to find a tenant, you will have to select the "Customers" option from the "Type" field on the search card. If you are looking for a prospective tenant (or a lead), you will want to select "Leads" from the "Type" field.
4. Search for the Tenant
Next, you will want to search for the person you are attempting to exclude. You can either type in the customers phone, the unit number, or their name. Then, just click "Search".
5. Open the Customer's Card
After you click the Search button, locate the person you are searching for on the list below. When you find that person, click "Open" next to their name.
6. Bankruptcy Exclusion
You are now brought to the customers card, where you can set them on an exclusion. The first (starting from the left) is the Bankruptcy Exclusion. This will remove the tenant from receiving ALL collections event going forward, and is designed to be used in a bankruptcy situation.
7. Txt Opt Out
The next exclusion is the Text Message Opt Out exclusion. This will remove the customer from receiving any SMS collections going forward.
8. Auto Exclusion
This exclusion will remove the customer from all automated collection events in the workflow, so they will only show up on your list for manual events to be completed, without the system doing anything on the back end.
9. Customer Req Excl
The last exclusion is the Customer Request Exclusion. This field is un-checkable, and will only be checked if the customer responds "STOP" to an SMS collection that went out to them. After the customer responds "STOP", they will no longer receive SMS messages going forward, and this box will be checked on their card.