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Managing Collection Reassignments

Collection managers use this screen to select and reassign financial accounts in real time.

Workload and skills in the collection department are dynamic. It is often necessary for the manager to reassign one or more financial accounts from one collection agent to another on a temporary or permanent basis, and therefore overriding prior rules based assignment.

To reassign a financial account

  1. Navigate to the Administration - Collections > Collections Reassignment view.
  2. In the Account # list, select the records you want to reassign.
  3. Click Reassign.
  4. In the Pick Position dialog box, select the employee you would like to reassign the records to, and then click OK.
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