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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
Column Definitions
(C) Name - Indicates the name of the
Customer that is saved in the system. 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 -
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 Time in List - Indicates how
many days long the
specific 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
is the specific Collection eventon their account.
(I) Type - Indicates
whether the
Collection event is a 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.
(
DK) Location
- Indicates the location where the Customer is associated.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.
