Account Page - Options

1. Account Details

In the Account details tab we'll find:

1. Name of the customer and Debtor reference
2. Buttons (Tasks, Add Notes, Call Now, Actions dropdown, Save)
3. Widgets (Contact details, Ledger, Recent payment agreements, etc)

Actions Dropdown

The Actions dropdown will allow you to perform different actions within an Account. Let's check them.

Start workflow

To perform this action:

1. Select a workflow from the drop-down list.
2. Click on start workflow.

To create a workflow, go to configuration > workflows and click on Create Workflow. Once created, the workflows will appear in the drop down as described in the previous paragraph. Please check this article on how to create a workflow.

Send debtor email

1. Select this action from the Actions dropdown
2. Then, select claim reference
3. Select Locale
4. Select the design.
5. Click Send Email.

Email - free text option

Think of this use case: an agent talks to a client over the phone and wants to send an email with a short email and a specific link. The agent writes this email in the free text box. This free text will replace a specific placeholder in a specific template containing the placeholder. Here’s a quic step-by-step:

1. follow the steps 1, 2 and 3 described in the previous section
2. Write your email in the box.
3. Now you’ll need to select an email template that contains the placeholder {{customBody}} which you can previously create using the Email Builder. The text in the box will replace the placeholder.
4. Send your email.

Send debtor sms

To send an sms to one of your customers, click on this action from the Actions dropdown. You can either send SMS that you have previously created or you can create your own SMS.

To send an SMS you've previously created:

1. Select Claim reference
2. Select Content
3. Select Locale
4. Click on Send SMS or Cancel to undo

To create a free text SMS:

1. Select Claim
2. Select Free Text
3. Select Locale
4. Write your SMS
5. Click 'Send' to proceed or 'Cancel' to undo

Click on the 'placeholders' button to see the placeholders list. Add them to your SMS if necessary

Invalidate phone number

1. Click on the actions dropdown
2. Select 'Invalidate phone number'
3. Select the number you want to invalidate from the dropdown
4. Add notes
5. Click Invalidate to proceed or Cancel to undo.

Phone number

1. Click on the actions dropdown
2. Select 'Validate phone number'
3. Select the number you want to validate from the dropdown
4. Add notes (optional)
5. Click Validate to proceed or Cancel to undo.

Create task

To create a task:

1. Click on this action from the Actions dropdown.
2. Assign to a Queue or Group
   1. If assigning to a Group, select group
   2. If assigning to a Queue, select queue and optionally, a user (agent)
3. Select due date
4. Add tags (optional)
5. Add notes (optional)
6. Click Create Task to proceed or Cancel

Create promise to pay

1. Click on the Actions dropdown and select Promise to pay'
2. Select a claim reference.
3. Input the amount.
4. Select Payment method (optional)
5. Select the due date.
6. Click Create

Charge payment method

1. To charge a payment method, click on this action from the Actions dropdown.
2. Select the product you want to charge.
3. Next, select the relevant payment method on charge mandate.
4. You may choose between full or partial payment.
5. For partial payments, please type the amount.
6. Finally, click on charge to proceed or cancel to undo.

Prolongate invoice

This action will allow you to prolongate an invoice for a specific number of days. A fee will apply and it will generate a new invoice.

1. To prolong an invoice, click on this action from the Actions dropdown.
2. Select the product (invoice) you want to prolong.
3. Next select the prolongation period (7/14/21/30 days)
4. In 'details after prolongation' you'll be able to see the fee, prolongated due date and the number of days this product has been in prolongation.
5. Click on Prolongate to save the changes or click Cancel to undo.

Restructure account

This action will restructure all the pending payments. All the claims are combined and converted into monthly or weekly installments.

1. To restructure an account, click on this action from the Actions dropdown.
2. Select the frequency.
3. Select the date of the first installment.
4. Select the number of installments.
5. Next, click on Simulate Restructure to have an overview of the incoming payments and due dates.
6. Click on Confirm Restructure or Cancel to undo.

Disable Payment Mandate

To disable a Payment Mandate, click on this action from the Actions dropdown.

1. Select the payment mandate you want to disable from the drop down list.
2. Next select the date until which the payment mandate will be disabled.
3. You can also click on the checkbox 'Disable indefinitely' if needed.
4. Click on Disable to proceed or Cancel to undo.

Assign to DCA - Skip failed

This action will individually assign an entire account to a partner DCA,

1. To skip tracing, click on this action from the Actions dropdown.
2. Next, select the DCA that will manage the account from the dropdown list.
3. Add Notes (Optional)
4. Click on Send to DCA to save the changes or Cancel to undo

Edit Layout

You can edit the 'Account Details' layout

1. First, click on the action Edit Layout.
2. Next, press the dotted area to drag and drop the widget to a different position or
3. Click on the Width dropdown to change the size of a widget
4. Click on Save/Undo/Cancel Changes.

Adding new widgets

1. Click on Edit layout
2. Click on the Add widget button
3. Choose between 'Custom' and 'Predefined' widgets
4. Please note that if all the 'Predefined' widgets are on display, you won't be able to click on them.

Custom widgets

1. Enter a label name.
2. Click on Meta Field.
3. Click on Meta
4. Now choose the Meta Fields. Please note that you'll need to create metadata schemas in advance. For more information please check this article.
5. Click on Apply or Cancel to undo

Tasks

Click on the Tasks to view tasks associated with the account.

1. Click Resolve to resolve the task and add a note (optional) or
2. Edit to edit it.

Add notes

1. Click on the Add notesbutton
2. Add note
3. Click on Add Note to proceed or Cancel to undo
4. The notes will be displayed in the Diary tab.

Add Interaction

To add an interaction click on the Add interaction button (top right)

1. Choose Communication method
2. Choose Outcome
3. Choose Direction of the Contact
4. Choose reason for delinquency
5. Add additional information (Optional)
6. Click on Submit resolution to proceed or Cancel to cancel.

2. Diary

The Diary tab provides us with an overview of past activities associated to the Account we're checking.

Please note that the events displayed include both automatically and manually triggered events.

Filters

You'll be able to filter by:

Date

1. Click on the dropdown
2. Choose your day or
3. To select a specific time period, click on its first and last day
4. Chose Apply to proceed or Clear to undo

Event

1. Choose an event or events from the dropdown or
2. Select all
3. Chose Apply to proceed or Clear to undo

Users

1. Choose users from the dropdown or
2. Select all
3. Chose Apply to proceed or Clear to undo

The Events are displayed in chronological order and grouped by days. You'll find important information such as a direct hyperlink to the respective Email or Claim (if applicable, depending on the events selected)

Claim Reference

1. Choose claim reference/claim references from the dropdown or
2. Select all
3. Chose Apply to proceed or Clear to undo

3. Files

Upload files associated to a specific account from this tab.

You can:

1. Drop your files or
2. Click to upload
3. Files will go to the quarantine area first and once the system scans them they'll appear on the right side of your screen. If the system considers the file to be a potential security risk it will remain in the Quarantine Area.

4. Journal

The journal tab shows all the entries made to the ledger.

You can sort by product, Claim ID, Date and Context:

1. Select Claim/Product/Payment Method/Context or
2. Select all
3. Click filter to proceed or Clear to undo your selection

You can download a CSV file with all the entries made to the ledger by clicking on the Download CSV button on the top right.