How To Schedule A Review Contact
This document deals with scheduling a Review Contact.
You may want to schedule a review of this account. Through the Contact
form, you can schedule a review and assign it to a particular Operator.
Requirements
- Setup Operators
Overview
As an Operator, when you are viewing an account, you
can schedule an event to occur regarding this account.
These events are called Contacts and there are many
different kinds of them to deal with all sorts of interactions
you may have with a debtor. Some very common examples
are a letter, a review, a promise to pay, and a phone call.
From the Contact form, press F1 to see a complete description
of each of the types of contacts you can schedule. This help gives
you information about the Contact form itself, as well. The Contact
form is very flexible and displays different information depending
on the type of Contact you schedule.
We will not go into details that are contained in the
help available from the Contact form. If an area of the form or
details about a type of Contact are unclear to you, please press
F1 from the Contact form.
Contact Form
1. Pull down the Browse menu and choose All Debtors.
2. Select a Debtor from the list, clicking on it to open the Debtor
form.
3. Locate the Contacts tab.
4. Select the Contacts tab to open the list of contacts made for
this account.
5. Click the New button at the bottom of this form or press F3 to
open a new Contact form.
6. Press F1 to view information about this form. Pay special attention
to the Types of Contacts.
The Contact form is automatically filled out with Debtor information for
the account you are on.
Entering Information
1. Click in the Type field to view the list of Contact types. Choose
'Review' from the list.
Use the PageUp or PageDown key to view the whole list.
2. You may enter a description in the Description field or a short note.
3. If you have more information about this account, you can add it in an
attachment.
To do this:
4. Click one of the buttons in the Attachment field to open an Attachment
or create a new one. This attachment can be a note that you write or a
file that you store. Press F1 for details and look for the subheading
"Attachment".
5. Fill out other fields as needed. If you want to assign this review to
another Operator's WIP List, click in the Collector field to see the
list of operators you can choose from.
5. Press F8 to save this Contact and return to the Debtor form.
See Also
- Work In Progress
- How To Manage Contacts
- How To Use Contact Plans
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