Client Management Collections Removing a Customer from Collections
Removing a Customer from Collections
If for some reason a User has a need to remove a customer from Collections, this is accomplished from the Collection Queue. The method of removing a customer from collections differs depending upon if the customer is in a Sequenced or Non-Sequenced Collection Queue. Both methods will be described below.
Removing a customer from a Sequenced Collection Queue
To remove a customer from collections that is currently in a sequenced collection queue, the User must first move the customer into a non-sequenced queue. Only customers in non-sequenced queues may be manually removed from collections.
1. Open the Collection Queue in which the customer is located. Highlight the customer collection record in the list.
2. Press the Move to another Collection Queue button from the Collection Queue function buttons toolbar.
3. The Available Collection Queues list will be displayed. Double-click on the Collection Queue the customer will be moved into. A message will be displayed confirming the move; press the Yes button to proceed.
4. Now open the Collection Queue into which the customer was moved in the previous step. Highlight the customer to be removed from collections; right-click and select the Remove Customer from Collections option. The customer has now been removed from collections.