Client Management Collections Collection Profile Setup
Collection Profile Setup (continued)
Description – Enter a description for the Collection Profile. The Collection Profile displays on the Customer Explorer record. The User may enter up to 50 characters in this field, however due to space limitations, only the first 25 characters will be displayed in the Customer Explorer.
Customer Type – Select the type of customer to be included in this Collection Profile; Commercial, Residential or Both.
Customer Number Range – If your company is auto-number customer accounts, this option will probably not be meaningful.
Branch Selection – If your company is operating under multiple branches and Collection Profiles are being created for one or multiple branches, select the desired branches by checking the box to the left of each customer branch to be included. Otherwise select the All Branches option checkbox.
Access & Security – Selecting the Restrict Access to User Who Created Profile checkbox will allow only the User who created the Collection Profile to have access to this Collection Profile/Queue.
Days Past Due – Enter the days past due the customer could be to be selected for this Collection Profile; enter the minimum days and the maximum days past due.
Put in Auto Sequencing – If this will be a Sequenced Queue, select this checkbox.
Auto Sequencing Number – If the previous option, Put in Auto Sequencing was selected, the User must enter the sequence number for the Collection Profile. Remember the most delinquent Collection Profile will have the lowest sequence number.