Setting Up a Debt Payment schedule Action
In order for a client's payment schedule to automatically create To Do entries, such as reminders to call, send the client a payment reminder etc, the user needs to set up the Debt Schedule Reminder.
Create the Action
Open the Action Library
1: Click Admin from the Menu.
2: Select Action Library from the drop down list - the Action Library window will open.
Create the Action
1: Click New Action - the New Action window will open.
Fill in the details
1: Click on your Debt Managment group, or whichever group meets your requirements.
2: Select the General tab - the General window will open.
3: Type the Action Description.
4: Select Debt as the Case Type, make sure the Edit Case Type check box in the lower left corner is ticked.
5: Select Claim from the Scheduled To drop - down list.
6: Tick the check boxes to have this Action displayed in these lists.
7: Click OK to Save the data and close the window.
Link the Action
Open the Config
1: Click Admin from the Menu.
2: Select Config from the drop down list - the Config window will open.
Complete the details
1: Scroll right until the DM (Debt Managment) tab is visible.
2: Select the DM tab - the DM window will open.
3: Select the Action which you just created, from the pop-out list.
4: Click OK to Save the data and close the window.
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