Client Management Collections Customer Explorer Collection Information
Customer Explorer Collections Information
Information entered by Users working in Collection Queues is viewable from the Customer Explorer record.
Collections History
When highlighting the Collections option from the customer tree, the entire collection history for the customer is displayed in the Active Pane. In the Description column of the Collection History the first few characters of the note entered is displayed. If the collection history row was generated by an automated process, the process description will be displayed.
In the example below the first and third lines of the Collection History were generated by an automated process; line 1 was created when a collection letter was generated for the customer. Line 3 was created when the customer was put into the collection queue by the Auto Process Refresh function.
If notes were entered by a User working in collections, the **Notes** will be displayed in the collection history. To view the entire note the User may navigate to the Notes option on the customer tree.
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