Orphaned Account Search
The Orphaned Account Search runs the Orphaned
Debtor Report. Select Tools from the top menu bar
and then select Utilities from the drop-down choices.
Select Orphaned Account Search to begin.
The Orphaned Debtor Report is actually a maintenance
function to help you manage your accounts. This
report examines your accounts and lists any neglected
accounts that it finds with Active Mode and no current
contact 'In Progress' and any accounts with no Mode
selected. When the report is run, you can automatically
schedule a contact for each of the accounts that the
report lists.
Working your accounts using the To Do List enables
Collect! to automatically ensure that no Debtor is left
without an active contact. If you switch OFF this
setting, or manage your accounts outside the To Do List,
some Debtors may end up neglected with no pending
contacts scheduled. Without a current contact 'In Progress',
these accounts might be "Forgotten."
When accounts are imported, users sometimes forget
to set the Mode on the accounts as they are imported
and this results in accounts with no Mode selected.
Mode is used to determine many processes performed
on accounts. Without a Mode selected, these accounts
are "Orphaned."
Run the Orphaned Debtor Report to catch these
anomalies. You can schedule a review contact for
any debtors found so that you, or your operators,
can examine these accounts. You may choose to
schedule a review to one specific operator, or
back to the operator owning the account.
Please see Orphaned Debtor Report for details.
The Orphaned Account Search is an
excellent management tool for scheduling reviews for
accounts if an operator forgets to do this. This gives
you the ability to let your operators work without interruption
or unnecessary prompts. Simply run the search regularly
to easily ensure that no accounts have been neglected.
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