Manage Collectors

Using Collections Manger Dashboard Collectors tab you can do these tasks to manage your collectors:

• You can reassign all customers from one collector to another

• Reassign few selected customers to another collector, and

• Assign a backup collector to an existing one

Let's say that as a Collections Manager, you have analyzed the performance of Collector A and Collector B. You have discovered that Collector A has a better success rate of collecting payments from their delinquent customers than Collector B. So you might want to do these:

• Reassign all of Collector B customers to Collector A

• Assign Collector B to a limited number of customers

• Assign Collector B to backup Collector A to cover for them when they're out sick or on vacation

Now let's see how to do these tasks.

Reassign All Customers from One Collector to Another

As per the example here are the steps to reassign all of Collector B customers to Collector A.

1. On your Collections homepage, click Manage Resources.

2. From the Collectors table, select Collector B and click Reassign Collector button.

3. This brings up the Reassign Collector window. Search for Collector A and click OK button.

4. Click the Save button.

   You will see that Collector A now has all of the customers originally assigned to Collector B.

Reassign Selected Customers to Another Collector

As per the example here are the steps to reassign Collector B to a limited number of customers:

1. In Manage Resources, from the Collectors table, select Collector B.

2. From the list of Customers in Customers table, multi select two or more customers.

3. Click Reassign Customer.

4. The Reassign Customer window appears. Search for Collector A and click the OK button.

5. Click the Save button.

   You will see that Collector A now has the two customers you reassigned from Collector B.

Assign a Backup Collector

As per the example here are the steps to backup assign Collector B as a backup for Collector A :

1. In Manage Resources, from the Collectors table, select Collector A.

2. Go to the Backup Collectors section.

3. Click the New icon.

4. Select Collector B in the Backup Collector field and enter the Start Date. Note: You also have an option to select the end date of backup collector.

5. Select Yes to enable the backup collector.

6. Click the Save button.

   Once this backup collector signs into the application they have the ability to access any customer currently assigned to the primary collector.