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The Workby system allows collectors to pull up a group of accounts to work by specified criteria.\u00a0 This is good for managers to direct the collectors to specific things that need attention like focusing their efforts on a particular client… perhaps? \u00a0 When a collector clicks on this button a popup like the following will be shown.<\/p>\n
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To use the Workby system the collector needs to select the radio button next to the selection so that the arrow ![\"\"](\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2019\/09\/arrowworkby.jpg\")
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Status –<\/strong><\/span> selecting this will show all the accounts assigned to the collector that have this status.<\/p>\n Balance –<\/strong><\/span> selecting this will show all the accounts that have a current balance within the between and boxes.\u00a0 You always want the lowest number in the first between box like between $50 and $500.<\/p>\n Client –<\/strong><\/span> selecting this option will load all the accounts assigned to the collector that are from the selected client.<\/p>\n Client AND Portfolio-<\/strong><\/span> selecting this option will load all the accounts assigned to the collector that are from the selected portfolio.<\/p>\n Credit Score –<\/strong><\/span> This option will pull accounts that have a credit score range that is defined in the between and boxes.\u00a0 Please note: this option only works if credit score data has been imported into Collections MAX when the accounts were imported.\u00a0 The software has no capability to lookup a credit score on it’s own.\u00a0 this data usually needs to be paid for from a third party data broker.<\/p>\n State –<\/strong><\/span> This option will bring up all accounts that are assigned to the debtor that have a selected state address.<\/p>\n Time Zone –<\/span><\/strong> This option will bring up all accounts in their selected time zone.\u00a0 There is an included Time Zone List that will show the different states associated with each time zone.<\/p>\n Work Date –<\/strong><\/span> This option gives the collector the ability to bring up all accounts within a specific work date.\u00a0 A work date can be set in Collections MAX Pro \/ Collector by clicking the work date schedule button and selecting a date. The button looks like below.\u00a0 The Browse button will show all accounts that are listed in the work date schedule.<\/p>\n Status Filter –<\/strong><\/span> The status filter adds the ability to every work date selection (except by status) to filter by the status selected.\u00a0 Example:<\/strong> say a collector wanted all ACTIVE status accounts from a particular client that was assigned to him.\u00a0 The collector would select Client, select his client, put a checkmark in the status filter box and select the Active status.<\/p>\n Supervisor Access –<\/strong><\/span> this allows a supervisor to view accounts that are system wide instead of just accounts that are assigned to the collector that is logged in (default).\u00a0 The supervisor will need to enter a supervisor password (that is created in Collections MAX Administrator in Utilities \/ High Level Passwords.<\/p>\n <\/p>\n","protected":false},"featured_media":0,"parent":7293,"menu_order":9,"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\/8743"}],"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=8743"}],"version-history":[{"count":0,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8743\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/7293"}],"next":[{"title":"Index","link":"https:\/\/www.collectionsmax.com\/index.php\/docs\/collector-professional\/index","href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8744"}],"prev":[{"title":"Promises","link":"https:\/\/www.collectionsmax.com\/index.php\/docs\/collector-professional\/promises","href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/docs\/8742"}],"wp:attachment":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/media?parent=8743"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/doc_tag?post=8743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2019\/09\/workdateschedule.jpg\")
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