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If your company subscribes to CallPotential's Collection Manager services, your past due tenants will be put on a Collection workflow. Depending on your management settings, this workflow may include events that are sent automatically as well as manual events that you will need to complete. This guide shows how you access this manual Collection list and Customer card.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access the List
(A) Customers icon Customers icon - Click the Customers 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 need to be manually completed. If you have access to more than 1 location, this number includes outstanding Collection events at all those locations.
Column Definitions
(C) Name - Indicates the name of the delinquent Customer who has a scheduled manual collection event.
(D) Location - Indicates the location where the Customer has a past due unit(s).
(E) Phone - Customer’s primary phone number.
(F) Email - Customer’s primary email address.
(G) Time in List - Indicates how long the Collection event has been scheduled for completion. The system lists events that have been outstanding less than a full day in hours and minutes.
(H) Days Past Due - Indicates how many days the Customer is past due on their account.
(I) Type - Indicates the type of collection event scheduled - call, text or email.
Search & Filter
(J) Search - Search for a Customer 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.
Sorting
(N) 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.
Access Customer Card
(O) Open - Click to access the Customer card and complete the scheduled Collection event.
