Client Management                               Collections                               Concepts & Terminology

Collections Concepts & Terminology

The work flow for processing collections customers depends mostly on your company’s internal policies and procedures.  The one setup table used in Collections, Collection Status, should be carefully be designed to display words to non-collectors and non-accounting related employees that will guide the User in taking appropriate action when accessing a Customer Explorer record for a customer that is in collections.  For example if a customer is in the 90-days past due Collection Queue and the Collection Status words displayed are 90-days past due, this does not instruct a Service Dispatcher to take any specific action.  Collections Statuses such as No Service or Contact Accounting may be more appropriate Collection Status words.

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