Troubleshooting - Debtor Management

Display List Of All Debtors For An Operator

Q - How can I view a list of all debtors for a particular operator?

A - You can approach this two ways. From a Browse debtor list and from an Operator's WIP List.

Example #1 - Browse List:

1. Click \Browse\All Debtors from the top menu bar

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2. Click the Find button or F6 to access the Edit Search Criteria window.


3. Scroll down to the Operator field and click in it. Press F2 to bring up a list of all your operators.


4. Select the field called "#Operator" and enter the Operator ID of interest into the From/To range.


5. Click Search.


6. When the list displays, select Print from the top menu bar and then select Quick Print.


7. Depending on the list size, you can output to the Screen in Preview mode or Print to paper or output to a csv File that can be viewed in Excel/whatever spreadsheet application you use.

Example - #2 WIP List:

If you are doing a desk audit, you may wish to more directly review a collector's desk by accessing their WIP List. This will allow you to use the WIP filters and column auto-sorting to assist you with your task.

From the Main Menu, click into Work In Progress and then click Reload to get to the " Reload Work In Progress List". Select the collector ID of choice for "Load Contacts for Operator".

Select either "Search All Dates" or "Select Date Range" to segment all accounts on the desk **WITH AN IN PROGRESS CONTACT EVENT** to the surface where they may be audited.