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

  1. Navigate to the Contacts screen.
  2. In the Contacts list, select a contact.
  3. Click the Skip Trace view tab.
  4. 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

  1. Navigate to the Contacts screen.
  2. In the Contacts list, select a contact.
  3. Click the Bankruptcy view tab.
  4. 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.

To record legal information related to a delinquent account

  1. Navigate to the Financial Accounts screen.
  2. In the Financial Accounts list, select an account.
  3. Click the Legal view tab.
  4. In the Legal form, add a record and complete the necessary fields.


 Siebel eFinance Guide 
 Published: 20 October 2003