Create a List

Any user who is granted access can create a manual Work List. A manual Work List can be created anytime and it will include the defined data exactly at that time, it will not rebuild daily. To edit or rebuild a manually created Work List talk to your Administrator.

Step 1: Navigate to Work Lists > Create a Work List

Work List dialog box will appear:

Step 2: Give the Work List a Name and Description. This will display in the Work List folder to reference at a later time.

Step 3: Choose Maximum number to Debtors that are returned on the list. 1000 is the default, 10,000 is the maximum allowed.

Step 4: Choose Days to retain worked status. This will retain the Debtor with a check mark for the specified number of days, to retain your progress throughout the week.

Step 5: Select Collector bin to build Debtors from. A collector will only see the Bins they have access to in this screen.

Step 6: Use Work List types, if that applies

Step 7: Define the Criteria to pull Debtors onto the list

Step 8: Click Create Work List to create the list. A message will pop up, click OK.

Step 9: The Work List will appear in the Work List folder.

***Remember this was a onetime built Work List. To change this Work List you will need to delete it and build it again. If this is a Work List you would like to use daily talk to your Administrator about making this a reoccurring list

Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662