5.2 Account

This tab displays account-wise summary of the tasks that are assigned to user. It displays tasks related to the accounts that belong to segments where group basis is applicable and the group basis is Account.

If user are a supervisor, user can reassign account to another collector under user hierarchy. When user reassign an account to another collector, all the tasks related to the account are also assigned to the collector.

Table 5-3 Field Description: Account

Field Name Description
Filter This section helps user to filter the accounts based on account specific search criteria.
Segment Indicates the segment to which the account belongs.

Note: User can select multiple segments.

Account Number Indicates the account number.
Days Past Due Indicates the range within which the number of days past due for the account exists.
  • Min: Indicates the minimum number of days past due on the account.
  • Max: Indicates the maximum number of days past due on the account.
Overdue Amount Indicates the range within which the overdue amount on the account exists.
  • Min: Indicates the minimum amount overdue on the account.
  • Max: Indicates the maximum amount overdue on the account.
Customer ID Indicates the customer ID associated with the account.

Once user select the customer ID, customer name is displayed.
User Name Indicates user name of the collector or logged-in supervisor to whom the account is assigned.

Note: For supervisor role, this list displays user name of the supervisor, and user name of all collectors under the supervisor. User can select multiple user names.

For collector role, this field is not enabled and displays user name of the logged-in collector by default.
Only Vendor Indicates flag to search for only vendor assigned accounts.
Leave Indicates flag to search for accounts whose task follow-up date is on assigned agent’s leave date.
<Account List> This section displays the search results for accounts based on specified search parameters.
Export Indicates the export capability to export the table records in csv or pdf format.
Account Number Displays the account number.

Note: If Description of leave-ico.png follows
Description of the illustration leave-ico.png is displayed after account number, it indicates that account has a task whose assigned agent is on leave on the task’s follow-up date.

Customer Displays the name of the primary customer associated with the account number.
Segment Displays all the segments to which the account belongs.
Due Amount Displays the overdue amount on the account.
Product Type Displays the product type of the account.
Days Past Due Displays the number of days past due on the account.
Task Not Started Displays the number of tasks assigned to user, which are in Not Started status.

Note: If user are a collector, it displays the number of tasks assigned to user.

If user are supervisor, it displays the number of tasks assigned to user and the collectors under user in various user groups where user are the supervisor.
Task Escalated Displays the number of tasks that are in Escalated status.

Note: If user are a collector, it displays the number of tasks assigned to user.

If user are supervisor, it displays the number of tasks assigned to user and the collectors under user in various user groups where user are the supervisor.
Task Work In Progress Displays the number of tasks that are in progress. This includes the tasks in any status other than Not Started, Void, Expired, and Escalated status, and the tasks that are not in final status.

Note: If user are a normal collector, it displays the number of tasks assigned to user.

If user are supervisor collector, it displays the number of tasks assigned to user and the collectors under user in various user groups where user are the supervisor.
User Assigned Displays the user name of the collector to whom the task is assigned.
Actions Indicates the action that can be performed.

Click navigate to case summary to navigate to Case Summary page. If user navigate to Case Summary page from here, the particular account number is in context.

This section consists of the following topics:

Parent topic: Task Summary