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Complete this task to create a collection action for guarantor and insurance collection tasks.
Collection task actions can be monitored for the account from the Act: [ID] > Collections tab.
Step-By-Step Guide
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1 | From the Guarantor or Insurancetab, select the guarantor account with which to work. |
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2 | Click the collection task for which to add an action. The Collection Actions section refreshes to show the collection actions of the specified collection task. | |||
3 | In the Collection Actions section, click Create. The Create Action window opens. Image Modified | |||
4 | Open the Action Type drop down list and select the type of action being created. |
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5 | (Optional) Enter the Custom Letter Message content. |
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6 | (Optional) In the Note field, enter a description or explanation of the action. | |||
7 | Verify the defaulted Next Action Type selection is correct. (Optional) Open the Next Action Type field and update the action to be performed after the created action. |
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8 | Verify the defaulted Next Action Date selection is correct. (Optional) Open the Next Action Date field and select a new date if needed. |
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9 | (Optional) Open the Assign Task To drop down list and select a user to assign the task. |
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10 | (Optional) Select the Outbound Call File if the action being created is to generate an outbound call file to send to Revenue Advantage. | |||
11 | Click OK to save the action. The Create Action window closes, and the action appears in the Collection Actions list. |
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12 | If the created action is linked with a collection letter, the letter automatically generates when the created action is saved. You may print the letter by highlighting the action and clicking Print Letter in the Collection Actions section. |
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