5.2.2 Reassigning Account Specific Tasks

If user are a supervisor, user can reassign accounts to any other collector within user user group. When user assign an account to another collector, all tasks associated with that particular account are assigned to the collector.

To reassign account specific task:

1. From the main menu, navigate to Collections and then click Task Summary.
   The Task Summary page is displayed. By default, Task tab is displayed.

   Figure 5-4 Task Summary

   
   

   
   Description of "Figure 5-4 Task Summary"

   
   
2. Click the Account tab.
3. Expand the Filter section and enter the search criteria.
4. Click Search.
5. In the search results, select the check box corresponding to the account number that user want to assign to another collector.
6. From the Assign To User field, select the user name of the collector to whom user want to assign the account and its associated tasks.
7. Click Assign.