Table of Contents Table of Contents Title and Copyright Information Preface Audience Documentation Accessibility Diversity and Inclusion Related Resources Conventions 1 Introduction 2 Case Search 2.1 Searching for Cases 3 Case Summary 3.1 Case 3.2 Account 3.3 Customer 3.4 Tasks 3.4.1 Adding Ad hoc Tasks 3.4.2 Updating Details of Call Task 3.4.3 Escalating a Task 3.5 Promise to Pay 3.5.1 Creating a Quick PTP 3.5.2 Creating an Advanced PTP 3.5.3 Canceling a PTP 3.6 Activity 3.6.1 Searching an Activity 3.7 Notes 3.7.1 Creating a Note 3.8 Payment Details 3.8.1 Searching a Payment 4 Task Summary 4.1 Tasks 4.1.1 Searching for a Task 4.1.2 Escalating a Task 4.2 Account 4.2.1 Searching for Account Specific Tasks 4.2.2 Reassigning Account Specific Tasks Index