{"id":8742,"date":"2019-09-23T14:15:18","date_gmt":"2019-09-23T18:15:18","guid":{"rendered":"https:\/\/www.collectionsmax.com\/index.php\/docs\/collector-professional\/promises"},"modified":"2019-10-21T17:05:22","modified_gmt":"2019-10-21T21:05:22","slug":"promises","status":"publish","type":"docs","link":"https:\/\/www.collectionsmax.com\/index.php\/docs\/collector-professional\/promises","title":{"rendered":"Promises"},"content":{"rendered":"

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The promises system keeps track of unsecured payments that debtors “promise to pay”.\u00a0 This allows collectors to go after debtors who skip on their promises to make payments.<\/p>\n

There are two buttons that make up the promises system.<\/p>\n

PLEASE NOTE:\u00a0 In order for the promises system to work autonomously Collections MAX Scheduler must be installed and invoked on the server.\u00a0 Additionally in Utilities \/ Settings \/ Scheduler tab the Mark Broken Promises\u00a0 option needs to be checked off.<\/strong><\/span><\/p>\n

The Promises button (displayed above) –\u00a0 When clicked this shows the collector all of the accounts that are assigned to the collector marked “Promise To Pay”.<\/p>\n

The promise log button.\u00a0 Displayed here.<\/p>\n

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When clicked will display promises for the current account.\u00a0 You can also display all promises in the system assigned to you as shown below (Promises By Date).<\/p>\n

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Add Promise –<\/strong><\/span> Let’s you add a single promise for the current account that you are on.<\/p>\n

Please note: If you are on an account that is not assigned to you and add a promise that promise will only be available to the collector the account is assigned to.<\/strong><\/span><\/p>\n

The add promise popup looks like this….I have pre-filled the promise fields.<\/p>\n

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Add Multiple –<\/strong><\/span> Let’s you add multiple promises for the same debtor at one time.\u00a0 The add multiple promises screen looks like below.\u00a0 I have pre-filled in these promise fields.<\/p>\n

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Delete Promise –<\/strong><\/span> When you select a single promise in the data grid (so it turns blue) and click this button it will allow you to delete the selected promise.<\/p>\n

Broken Promises –<\/strong><\/span> shows a list of all the accounts with a status of Broken Promise that is assigned to the collector.<\/p>\n

Work Promises –<\/strong><\/span> Automatically pulls all the accounts marked “Promise to Pay” and loads them into the collector que to work.\u00a0 This also closes the promise log.<\/p>\n

View Today’s Promises –<\/strong><\/span> Shows all promises that are due today.<\/p>\n

Promises By Date –<\/strong> <\/span>Shows all promises that are due by the selected date range.<\/p>\n

Jump To Account –<\/strong><\/span> Closes the promise log and loads the selected account for the collector.\u00a0 The collector selects a promise and clicks this button to bring up the account.<\/p>\n

Work Broken Promises –<\/strong><\/span> Loads all Broken Promise status accounts for the collector to work and closes the promise log.<\/p>\n","protected":false},"featured_media":0,"parent":7293,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"comment_count":0,"_links":{"self":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8742"}],"collection":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/comments?post=8742"}],"version-history":[{"count":0,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8742\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/7293"}],"next":[{"title":"Work By","link":"https:\/\/www.collectionsmax.com\/index.php\/docs\/collector-professional\/work-by","href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8743"}],"prev":[{"title":"Callbacks","link":"https:\/\/www.collectionsmax.com\/index.php\/docs\/collector-professional\/callbacks","href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8741"}],"wp:attachment":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/media?parent=8742"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/doc_tag?post=8742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}