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Most of the windows in the Collections Workbench are view-only windows; that is, you can view information, but you cannot make any changes.
| Topic | Section/Task | Window/Alternative Region |
|---|---|---|
| Account | Review a Customer Account View Account Activity for a Specific Period View Balances by Aging Bucket | Customer Account window Account Overview window Aging or Account Details window |
| Actions | Review Collector Actions Completing a Collection Action | Scheduler window Actions window (from Customer Calls window) |
| Aging | View Balances by Aging Bucket Define Aging Buckets | Aging or Account Details window Aging Buckets window |
| Calls | Overview of Customer Calls Record Call Actions Complete a Call Action | Customer Calls window Actions window (from Customer Calls window) Actions window (from Customer Calls window) |
| Collector | Define Collectors | Collectors window |
| Correspondence | Overview of Customer Correspondence | NA |
| Dispute | Place an Item in Dispute | Actions window (from Customer Calls window) |
| Dunning | View Dunning History Define Dunning Letters Print Dunning Letters Overview of Dunning Letters | Dunning History window Dunning Letters window Print Dunning Letters window NA |
| Finance Charges | Overview of Calculating Finance Charges Accruing Finance Charges Compounding Finance Charges | NA System Options window Customers window |
| Holds | Place/Remove Customer Credit Hold | Customer Account window |
| Print Statements Print Dunning Letters Print a Collection Report | Print Statements window Print Dunning Letters window Print Collection Reports window | |
| Report | Print a Collection Report | Print Collection Reports window |
| Statements | Print Statements Define a Statement Site Sample Statement | Print Statements window Business Purposes window (from Customer Addresses window) NA |
| Transactions | View Transactions View Transaction Balances View Balances by Aging Bucket | Account Details or Transaction Overview window Balances window Aging or Account Details window |
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