owner-PC\Derek
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1. Open the Tenants Card that you wish to Delay
First, you will need to open up the tenants card that you wish to delay. Just open up your collections list and click on the tenants name.
2. Click Promise to Pay
After the tenant's card loads, you will want to click on the "Promise to Pay" link, located to the right of their name on the card. The "Promise to Pay" feature is what we use to delay collections events for a given time period.
Note: If you do not have the Promise to Pay link located on any of your customers cards, you may not have this feature turned on. Consult the Administrator on your account to see if this feature can be added.
3. Select Employee Name
After you click "Promise to Pay", a little pop up box will show up and the screen will go tinted. You will first have to select your employee name off the Employee drop down menu.
Note: If your name is not on the Employee drop down, please contact support at 877-552-2557 or send us an email at support@callpotential.com
4. Set the Date
After selecting your name, you will want to click in the "Next Date" field. A calender will pop up, and all you have to do is select the date the customer is set to pay. Keep in mind, if the customer is not current on payment by this given date, collections events will resume the day after.
5. Enter Note
After selecting the date, you will need to enter a reason for delay in the "Reason" box below. This will be something along the lines of "Customer promised to come in and pay on the ______".
6. Click Delay
After you have completed all the required fields, just click the "Delay" button at the bottom of the pop up window. Success! You have Delayed collection events for this customer!