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Siebel eFinance Guide > Collections > End-User Procedures >
Recording Skip Trace, Legal, and Bankruptcy Information
End users can use the following view tabs to record skip trace, bankruptcy, and legal information:
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.
To record skip trace information
- Navigate to the Contacts screen.
- In the Contacts list, select a contact.
- Click the Skip Trace view tab.
- In the Skip Trace list, add a record and complete the necessary fields.
If a customer files for bankruptcy, end users can use the Bankruptcy view tab to track bankruptcy information.
To record contact bankruptcy information
- Navigate to the Contacts screen.
- In the Contacts list, select a contact.
- Click the Bankruptcy view tab.
- In the Bankruptcy form, add a record and complete the necessary fields.
If a customer account becomes delinquent, end users can use the Legal view tab to track information about delinquent accounts.
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Siebel eFinance Guide Published: 20 October 2003 |