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 |
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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:
|
If you click , 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 |
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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.
|
Type | Indicates the activity type.
The options are:
|
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