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 need to be manually completed. If you have access to more than 1 location, this number includes outstanding Collection events at all locations.
Columns 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 schedule - 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.
