Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Start Text - Note: If all phone numbers on the Customer's account have been excluded from receiving texts, this Collection step will either be completely skipped or removed from your task list, depending on when the exclusion was created. If there is a non-excluded number associated with the Customer's account, the system will direct users to text that number.
(A) Start Collection Text - Click to text the main number associated with the account.
(B) Start Collection Text dropdown - Click to access additional account phone numbers (if available) and call statistics.
(C) Next Event - Indicates the next scheduled Collection date and the type of communication.
(D) Information - Click for more detailed information regarding the next Collection event.
Edit & Send Email - Be sure to review the Customer card before sending the text message.
(E) Text message - The text will appear with a pre-populated message allowing you to make edits as necessary and will include a unique payment link. Never share links between accounts.
(F) Templates - Click to access a list of additional standard messages.
(G) Send - After making updates, click to send the text.
Confirming Text Sent
(H) Message Sent - After clicking Send a confirmation message will appear.
During Text Conversation
(I) Promise to Pay - If enabled by your management team, this temporarily delays future collection events.
