1. Transactions User Guide
  2. Case Summary
  3. Activity

4.6 Activity

This widget displays details of the activities performed on the accounts linked to the case. It displays list of activities performed by the collector or system. For example, if you make an outbound call to the customer, then details of the same are displayed.

Table 4-16 Field Description: Activity

Field Name Description
Activity This widget displays the details of activities performed on the account. By default, list of last five activities performed on the account are displayed. You can view more records in the Activity Summary section.
<Date> <User Name> <Description> Displays the following details of an activity:
  • Date on which the activity was performed.
  • Name of the collector who performed the activity.
  • Description of the activity performed.

If you click expand, the Activity Summary section is displayed. By default, it displays list of all activities performed on the account in last 90 days.

Table 4-17 Field Description: Activity Summary

Field Name Description
Case ID, <Customer Name> Displays the case ID and name of the customer.
Activity This section provides the search criteria to filter records.
<Product Sub Type - Account Number> Indicates the product sub type and account number.
Overdue Displays the overdue amount on the account.
Activity Date Indicates the period during which the activities were performed.
  • From: Indicates the start date of the period. By default, a date is selected. The default date is calculated as 90 days before the business date.
  • To: Indicates the end date of the period. By default, the business date is selected.
Type Indicates the activity type.
The options are:
  • Assignment
  • Case
  • Collection Status
  • Contact
  • Follow-up
  • Payment
  • Promise To Pay
  • Segment
  • Task
User Name Indicates user name of the collector who performed the activity.

The list displays user name of all the collectors who worked on the case.
Date Displays date and time when the activity was performed.
User Name Displays user name of the collector who performed the activity.
Type Displays the type of activity performed.
Description Displays the description of the activity performed.

Parent topic: Case Summary