Delinquent Customers Work Status
Using Collections Dashboard your collectors or collectors group can view their delinquent customers work and update their work items status.
As you work on delinquencies, you can quickly reset the work status with dates for effective tracking and reporting, and also manage tasks such as follow-up calls on dunning letters or resolve rejected disputes. You can select the customer based on the various collections criteria and use the Update Work Status option to update the customer work item status.
Work Statuses
There are four different work statuses available on your dashboard. Lets understand what each status means:
Work Status |
Description |
Work Status Date |
---|---|---|
Open |
You can keep the work status as Open when the customer is available and you need to contact them for collections. Note: These customers are either newly delinquent, or a
customer with a work status of "follow-up" or "ignore" whose time
duration has passed.
|
By default, the current date is displayed as Work Status Date. |
Follow-up |
You can keep the work status as Follow-up when you want to follow up with the customer at a future date for payment. |
By default, the current date is displayed as the Work Status Date. Remember that the work status automatically changes to Open, if the delinquency isn't resolved or if the follow up date has passed. Note: The work status date needs to be equal to or greater
than the current date and not exceed the Maximum Number of Days value.
You can reschedule the Maximum Number of Days value from the settings
preference
|
Ignore |
You can keep the work status as Ignore when you want to ignore the customer until a future date. |
By default, the current date is displayed as Work Status Date. Remember that the work status automatically changes to Open, if the delinquency isn't resolved or if the follow up date has passed. Note: The work status date needs to be equal to or greater
than the current date and can't exceed the Maximum Number of Days
value. You can reschedule the Maximum Number of Days value from the
settings preference.
|
Hold |
You can keep the work status as Hold when you don't want to change the work status of the customer. To change the work status you need to either release the customer from hold status or remove the customer from the collections dashboard. . |
By default, the current date is displayed as Work Status Date and you can't change it until the customer is released from Hold work status. To release the Hold status:
To remove the customer from the Collections Dashboard:
|