Adding the Customer Contact Details
Procedure
To add customer contact details:
- Search for an overdue process in the Delinquency Central screen.
- In the Search Results section , select the check box corresponding to the overdue process linked to the account for which you want to add the customer contact.
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Click Contact Customer.
The Customer Contact screen appears.
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Enter the required details.
The fields Person ID, Contact Date/Time and User ID are auto-populated.
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Click Save.
The customer is contacted based on the value set for Preferred Contact Method field on the Customer Contact screen.
Related Topics
For more information on... | See... |
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Delinquency Central screen | Delinquency Central (Used for Viewing) |
Customer Contact screen | Maintaining Customer Contacts |