Overview
The Collections Admin pages are comprised of seven tabs:
- Actions & Action Series Tab
- Collector Groups Tab
- Guarantor Collections Tab
- Insurance Collections Tab
- Denial Collections Tab
- Pre-Collections Tab
- External Collections Tab
The Collector Groups tab is used to create groups of collectors for distribution of guarantor, insurance, and denial collection tasks.
Field Definitions
Field | Type | Required | Description |
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Collector Groups Section |
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Group Name | Display Only (Pulled from created/updated Collector Group) | Yes | The name of the collector group. |
Distribution Type | Display Only (Pulled from created/updated Collector Group) | Yes | The task distribution type for the group.
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Associated Collectors Table | No | Defines which users are assigned to which collection group. The Associated Collectors tab is split by practice. Assignments are made by selecting a practice and then selecting the specific user within that practice to associate to the group. |
Button Descriptions
Field | Shortcut Keys | Description | Step-by-Step Guides |
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Create | [Alt] + [C] | To create a Collector Group |
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Update | [Alt] + [U] | To update a Collector Group |
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Delete | [Alt] + [D] | To remove an Action or Action Series |
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