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Siebel Finance Guide > Collections > Reviewing Delinquent AccountsPrior to actually calling an account in a collection campaign, end users can use the Collection Summary and Promises Summary views to review historical information about an account. To view collection summary information from the Campaigns screen
NOTE: End users can also access the Promises Summary view tab directly from the Financial Accounts screen. Navigate to the Financial Accounts screen, select a financial account, and then click the Promises Summary view tab. The Situation Summary view displays a brief history of collection information about the currently selected financial account. To view even more detailed collection information, users can access the Promises Summary view. |
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Siebel Finance Guide |