Contact Completed
When you try to exit from the Debtor form, Collect!
will check whether the Debtor record has been changed,
and will ask some questions before allowing you to exit.
This is done to help make sure no accounts are left
without having at least one remaining Contact scheduled.
If you have made changes to the Debtor record,
for instance, added notes, closed the Debtor, or
ran a contact plan, Collect! will ask if you have
completed the current contact item you are working
on. If you answer "Yes," the contact will be marked
as Done. Otherwise, the Contact will be left In
Progress, and will remain in your To Do list.
If the contact is done, then Collect! checks to see
if any contacts remain for the debtor. If not, then
Collect! will automatically create a contact using the
WIP default settings. You can modify the contact to
any date and type of contact you require.
If you work debtors outside of your To Do List or if
you have switched on 'Future contact not required',
then you will not be alerted when you are leaving a
debtor with no contact 'In Progress.' Caution is advised
here as you may end up with neglected or "Forgotten"
debtors.
See Also
- Orphaned Debtor Report
- WIP Options
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