Create Collectors

Let's understand how you can create collectors and allocate them as employee or group assignment.

Let's say your company wants to create five individuals as collectors. Set up your collectors based on the following information:

The Collections Department collects on a regional basis, north, south, east and west.
Acme Corporation is a large customer and they want to assign one collector to this account.
All five individuals have been created as a Person Party and Employee, a prerequisite to creating a collector.
Collector groups can be setup for each region.

Here are the details required for each individual:

Field	Action
Name	Employee Name
Description	Optional; detail information
Correspondence	Name used on sent correspondence
Telephone Number	Contact number
Employee Name	Active employee list
Active or Inactive	Collector status

Create an Employee Assignment

Navigate to the Collectors Setup page in Functional Setup Manager. You can search or create a new collector from this page.
Click the Add or Create Collector icon to create a new collector.
Enter the Collector Name.
Ensure to select Employee as the type of collector.
Select the name of the employee from the list of values in the Employee column.
The Enabled field is set to Yes by default.
Select the appropriate Collector Set.
Click the Save and Close button.

A collections manager can create a collector group. Perform the following steps to create a collector group:

Navigate to the Manage Resources page.
Select a primary collector for the collector group you want to set up.
Navigate to the Collector Group section of the page.
Click the New icon to add a new collector group.
Enter a unique collector group name. The Enabled field is set to Yes by default.
Add members to the group by selecting their names from the Collector list. The Enabled field is set to Yes by default along with the start date.
After adding all collectors to the group, click Save or Save and Close.