Siebel Finance Guide > Collections >

Recording Skip Trace, Legal, and Bankruptcy Information

End users can use the following view tabs to record skip trace, bankruptcy, and legal information:

• Skip Trace. Companies who are unable to contact or locate a delinquent customer, rely on a skip trace agency to track down a customer. End users can use the Skip Trace view tab to record the results of skip trace report.
• Bankruptcy. If a customer files for bankruptcy, end users can use the Bankruptcy view tab to track bankruptcy information.
• Legal. If a customer account becomes delinquent, end users can use the Legal view tab to track information about delinquent accounts.

To record skip trace information

1. Navigate to the Contacts screen.
2. In the Contacts list, drill down on a contact.
3. Click the Skip Trace view tab.
4. In the Skip Trace list, add a record and complete the necessary fields.

To record contact bankruptcy information

1. Navigate to the Contacts screen.
2. In the Contacts list, drill down on a contact.
3. Click the Bankruptcy view tab.
4. In the Bankruptcy form, add a record and complete the necessary fields.

To record legal information related to a delinquent account

1. Navigate to the Financial Accounts screen.
2. In the Financial Accounts list, drill down on an Account #.
3. Click the Legal view tab.
4. In the Legal form, enter the stipulation, judgement, attorney, and levy data.