Adding the Customer Contact Details

Procedure

To add customer contact details:

  1. Search for an overdue process in the Delinquency Central screen.
  2. 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.
  3. Click Contact Customer.
    The Customer Contact screen appears.
  4. Enter the required details.
    The fields Person ID, Contact Date/Time and User ID are auto-populated.
  5. 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...
Delinquency Central screen Delinquency Central (Used for Viewing)
Customer Contact screen Maintaining Customer Contacts