Define the Next Step to Take With a Debtor

Next Step and Next Work Date are designed to assist the Collector in knowing the next action to take on the Debtor.  These fields are available to then build a work list off of.  If the Next Work Date assigned is 5/1/09 then on 5/1/09 the Debtor can pop up in a Work List.

To Define the Next Step and Next Work Date:

Step 1: Open the debtor that you want to define the Next Step for. Make sure that you are in the Debtors Folder.

Step 2: Click the 'Edit Next Step' button on Actions panel. A dialogue box will pop up.

Step 3: Choose the Next Step from the dropdown menu and choose the Next work date. Click 'OK'.

This will show on the Debtor main information section and is helpful while processing your Work Lists. 

To Define Next Step Options drop down list:
To create and define the listing of Next Step options you will see review instructions under Define Code Types

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Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
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Aaron Burge (Installation) Ext. 5710


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