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) 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.
Columns Definitions
- (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.
Search & Filter
- (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.
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.
