Client Management                               Collections                               Concepts & Terminology

Collections Concepts & Terminology (continued)

When a customer first enters a Collection Queue, that customer’s collection record and customer explorer record is flagged with the default Collection Status assigned to the Collection Profile of which the customer qualifies.  The customer’s collection status will remain the same unless a User manually changes the collection status.  If a customer becomes more delinquent and is automatically escalated to a more delinquent collection queue, the customer's collection status will not change.  This will alert a User working a more delinquent collection queue of a new customer entering their working collection queue.

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A tool often used by collectors is the Customer Critical Message.  Critical Messages are set up on the Customer Setup Information form within a Customer Explorer record.  Once a Critical Message is set up for a customer, a pop up information form will be displayed to any User accessing the Customer Explorer record, when attempting to open or access a Service or Inspection Ticket, when attempting to create or view an existing Job for the customer, or when entering a payment for the customer.

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