From the WIP list you can view complete details of any account listed, including payment history, notes, client details and much more. Work In Progress Return to the Top Contact Planning Schedule letters and contacts for large blocks of accounts in seconds using simple or complex search criteria. Set up batch processes to reassign accounts to collectors. Choose the assignment by amount owing, listed date or numerous other criteria. This system can handle the thousands of accounts you work with quickly and effectively.
Conditional scheduling is a very powerful feature.
For example you could set up a plan which sets the file status depending on the amount owing. Schedule contacts conditionally and automate mundane decisions, save time, and eliminate errors all while you remain in complete control. A contact plan, by definition, is a series of events that occur at predetermined time intervals. On new accounts the contact plan might include setting the status to New, sending letter 1 immediately, assigning the account to the house for the first 30 days. After 10 days you might send letter 2, after 21 days send letter 3, then assign the account to a particular operator, based on the dollar value or other consideration, change the account status, and schedule the operator to make a phone call.