Search function for agents and admins:
- Search button in menu bar only searches for debtors by a partial name or account number.
- Select debtor to open call screen.
Search functions for Admins:
- Admin > debtor > enter a partial name or account number of the debtor.
- Selecting debtor will open a form where you can change information about that debtor i.e. address, agent working debt, and dozens of other data points.
- Scrolling to the bottom of the screen will show you a list of the debts per client that this debtor has. Click anything that is underlined will take you to more detail on the debt and save or cancel will bring you back to the debt screen.
- You can also perform functions concerning this debtor such as:
- Products | Documents | Add Debt | Add Transaction | View Transactions | Letter | Notes | Contacts | Combine Debtors | CBR History | Update Balance
- From this screen, if you have purchased this feature, you can also view the debtor portal as the debtor would see it.
- Admin > client > enter a partial name, client account number or phone number.
- Selecting client will open a form where you can change information about that client i.e. address, debt type, aging schedule, agency commission schedule, and dozens of other data points.
- You can also perform functions concerning this client such as:
- Fee Defaults | Payment Priority | Notes | Add Transaction | Update Balance | View Transactions | Sales Agents | Secondary Agents | NCSA Agents | Credit Reporting | Periods | Documents | Contacts | Client Accounting Period | Client Letters | Client Portal | Activity Log | Debt Status Mappings | Product Types | Client Credits | Widgets | UDFs
- If you have purchased this feature you can also mascaraed into the client portal to see what the client sees when they log into their portal.
