Client Management Collections Collection Queue Function Buttons Add Manual Event Button

  Add Manual Event

This is the most frequently used option button by Users working with collection customers.  Pressing this button will open the Collection Activity form.  Typically a User will open this form when calling a customer and immediately type in information related to the telephone conversation with the customer.  Notes entered into this form are displayed when accessing the Add Collection Notes button and also display in the Collection Notes on the Customer Explorer record.

2011