Creating Collection Actions

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

Step	Instructions	Additional Information
1	From the Guarantor or Insurance tab, select the guarantor account with which to work.
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.
4	Open the Action Type drop down list and select the type of action being created.
5	(Optional) Enter the Custom Letter Message content.	If the collection letter associated with the selected Action Type includes the {{Custom_Message}} data field, the Custom Letter Message field is enabled for input. The entered message will appear in the letter where the {{Custom_Message}} data field is in the Letter text pane.
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.	The Next Action Type field defaults to a value based on the subsequent action which was configured for the selected action type. The defaulted value can be changed if needed. The action types and next actions are defined via the Practice > Guarantor Collections tab.
8	Verify the defaulted Next Action Date selection is correct. (Optional) Open the Next Action Date field and select a new date if needed.	The Next Action Date field defaults to a value based on the date configured for the subsequent action of the selected action type. The defaulted value can be changed if needed. The next actions and timing are defined via the Practice > Guarantor Collections tab.
9	(Optional) Open the Assign Task To drop down list and select a user to assign the task.	If you enter a different collector in the Assign Task To field, the collection effort for that account is now assigned to them.
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.	To cancel without saving, click Cancel.
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.