You can hotline the services assigned to the customer accounts currently displayed in the Collections Search Results window. To bulk hotline customer accounts:
Right-click anywhere in the Collections Search Results window and click Bulk Hotline Account. This displays the Bulk Hotline Customers form.
Enter the required information as described below:
Order Type
Order type for the selected order.
Est. Completion
Targeted completion date for this request.
Order Attributes
Attributes that correspond to the selected order type.
Hotline Date
Date the hotline goes into effect.
Hotline Reason
Select the reason the customers are being hotlined from the drop-down list.
Description
Enter any additional information regarding the hotlining of these customers.
Note:
To enter a carriage return (start a new line), hold down the Ctrl key and press Enter.
Include Future Hotlined Children in the Order
Select/check this check box if you want to include child items in this order that have hotline dates that occur in the future.
Click Submit to hotline the customer accounts. This displays the Bulk Operation Status window indicating the bulk operation completed successfully.
Click OK. This creates a Hotline order for each customer account.