You can assign a collection agency or change the collection agency assigned to the customer accounts currently displayed in the Collections Search Results window. To bulk assign a collection agency:
Right-click anywhere in the Collections Search Results window and select Bulk Operations > Bulk Update Collection Agency. This displays the Bulk Update Collection Agency window.
Select the desired collection agency from the drop-down list.
Note
Select Not Referred if you want to remove the agency referral from these accounts.
Click Save to assign the selected agency to the customer accounts currently displayed in the Collections Search Results window. This displays a Bulk Operation Status window indicating the bulk operation completed successfully.
Click OK. This updates the following columns in the Collections Search Results window:
Collection Status is set to “Referred to Collection Agency.”
Collection Agency is updated with your selection.
Agency Status is set to “Must Be Sent.”
Note
If you select Not Referred, Collection Status is changed to “Past Due.” Status Action Date, Collection Agency, and Agency Status are cleared.