Schedule Contacts For Neglected Debtors
When you run the Orphaned Debtor Report from the
Tools menu, Utilities, Orphaned Account Search, Collect!
lets you schedule reviews of neglected Debtors
When you run the report, you are asked if you
want to schedule contacts. If you don't schedule
any review contacts, the report can be run again
and again with the same results, as the same
debtors will still have no pending contacts.
Yes: Schedules a review contact
for your To Do list for every debtor who has no pending
No: Does not schedule contacts, and
only prints the report.
If you do schedule contacts when running the report,
review contacts will be scheduled for today. You can
select an operator is to review the debtors.
Please see Orphaned Debtor Report for details.
- Orphaned Debtor Report
- Assign Review Operator