Overview of Advanced Collections Work Area
Here are few tasks you can do using your Advanced Collections work area:
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View open tasks and delinquent customers details.
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Search for a customer to review the relevant information.
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Open promises, strategy tasks, and activities from the detailed table.
Prerequisites to view the Collections dashboard metrics:
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Verify that you're hired as an employee and set up as a collector on the required sets.
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Go to the Profile tab and confirm that you're assigned as a collector for the expected customers.
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Update your dashboard by submitting the below processes:
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Refresh Receivables Transactions for Customer Account Summaries
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Collections Delinquency Management
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Collections Scoring and Strategy Assignment
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Update Collections Summary Data
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Initialize and Load Collections Metrics
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Incremental Load Collections Metrics
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On the work area, all the important details are visible in the form of infotiles. Here's how you can use these infotiles:
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Manage Delinquent Customers
Here are some of the things you can do to manage delinquent customers using Delinquent Customers infotile:
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View the list of all the delinquent customers assigned to you or your group.
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Set up the customers data in the order of customer's collections level.
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Assign the default customer settings from Preferences page.
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View and edit the customer's information by selecting delinquent customer information hyperlinks based on customer name, work status, and aging bucket.
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Navigate to the Transaction tab to create or view disputes, adjustments, promises, and process payments.
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Manage Promises
Here are some of the things you can do to manage promises using Promises infotile:
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View the details of broken and open promises in the form of a table.
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Review the individual promises made by the customers with promise status, date and amount.
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Manage Strategies
Here are some of the things you can do to manage strategies using Strategy Tasks infotile:
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Review the number of open tasks, which can be manual or assigned.
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View the list of individual items with their due dates.
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Manage Activities
Here are some of the things you can do to manage activities using Activities infotile:
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View all assigned activities which needs your immediate attention.
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Create a new activity or view and edit the existing ones.
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The data in the Activity table is independent of the data in the Delinquent Customers table.
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