Forms Used to Work Accounts
Form Name |
Form ID |
Navigation |
Usage |
---|---|---|---|
Account Activity Log |
W03B31A |
Credit/Collections Management (G03B15), Account Balance Inquiry. Select the account, and then select Promises from the Row menu on the Account Balance Inquiry form. |
When you return to this form after working an account on the Activity Messages form, click Find to refresh the account information on the form. Note: The Amount fields are used for activities other than promises, such as delinquency notices and fees. You can leave these fields blank, or use them as needed |
Activity Messages |
W03B31G |
Click Add on the Account Activity Log form. |
Work a customer accounts for collection by entering a promise message that details the account activity, such as the person you contacted, the date you contacted them, and the terms of their promise to pay. |
Work Center |
W012503F |
Workflow Management (G02), Employee Work Center |
Work a customer account using workflow management. |