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Complete this task to create a collection action or action series 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
Step | Instructions | Additional Information |
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1 | From the Guarantor or Insurancetab, select the guarantor account to create an action. | |
2 | Click the account or service fee line to add an action. The sub-tabs update with the information for the selected line item. | |
3 | In the Collection Actions section at the bottom of the page, click Create. The Create Action window opens. |
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4 | (Optional) If adding an action series, open the Action Series drop down list and select a series. |
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5 | Open the Action drop down list and select an action. |
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6 | (Optional) Enter the Custom Letter Message content. |
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7 | (Optional) In the Note field, enter a description or explanation of the action. | |||||
8 | (Optional) Select the Show on Account Notes checkbox if you'd like the note entered in the Note field copied and displayed on the Account/Notes tab. |
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9 | Open the Next Action |
field and update the action to be performed after the created action. |
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10 | Open the Next Action Date field and the due date. |
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11 | (Optional) Open the Assign Task To drop down list and select a user to assign the task. |
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12 | (Optional) Select the Outbound Call File checkbox if the action being created is to generate an outbound call file to send to Revenue Advantage. |
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13 | Click OK to save the action. The Create Action window closes, and the action appears in the Collection Actions list. |
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14 | 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 sub-tab. |
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