- The filter panel is on the left in red. This panel can be collapsed to make more room for the search results using the double-arrow button at the top of the panel. After adding or modifying a filter, press Enter or click Search at the bottom to refresh your search results. For example, clicking the small X next to your username in the Agents filter will clear your agent out as a filter and show all debtors no matter who they are assigned to (only applicable if your agent has permissions to view accounts outside their queue)
- The search results appear in the area in the middle of the screen marked in blue. Each of these columns can be used to sort the results ascending or descending. Note that this page only shows 20 records at a time by default and the screen will paginate the results if there are more. The 20 record per page limit can be modified in the User Settings Menu under Preferences, look for "Records Per Page". As with most User Settings, you will need to log out and back into Lariat before the changes take effect.
- At the top of the screen in the area marked green, you can see two tabs for Debtors and Debts respectively. You see the Debtors view by default, but switching to Debt view may be more useful in some circumstances. Lariat supports multiple debts per debtor so it's possible there will be more results in debt view without changing any filters, as a single debtor record might be represented by multiple debt records. When you switch views the columns displayed in the search results change as well to reflect more debt-specific information per line such as debt balance and debt status that wouldn't make sense to display in Debtor view.
Clicking any result in the Debtor Browse list will open that debtor in the Collector Callscreen. This callscreen has left and right arrow buttons in the upper-right corner of the screen to move back and forth through this list without having to go back to the debtor browse screen, so once you set this list up, it will be remembered until you go change it or log out of Lariat and you can just use the callscreen arrow buttons to work your way through it.
The Debtor Browse screen is best used as a working to-do list rather than a system for searching individual debtors. In most cases, collectors will use this screen and its filters to assemble a list of debtors they need to work that day in order of urgency (that's what the default Debtor Browse view is intended to represent) and work that list from top to bottom. If you're looking for a specific debtor, it will be faster and easier to use the Search function.