Collection Details Panel
By clicking the Edit (pencil) icon in the Details panel you can edit:
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Status - You can change an account’s Collection Status, if the account is in Collections and the account has not been referred to a collection agency (Agency field is blank in the Agency panel). If the account is in Collections, but has been referred to a collection agency, the Status field is read-only.
Assigned To - You can assign a person or group to an account that has been placed into Collections.
Special Instructions – You can use this field to enter comments and/or special instructions as needed
Agency Panel
By clicking the Edit icon in the Agency panel you can edit:
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Agency - You can assign a collection agency to an account that has been placed into Collections. Assigning the account to an agency updates the Collections Status to Referred to Collection Agency and the Agency Status is updated to Must Be Sent. Assigning an agency makes the Status field in the Details panel read-only.
Agency Status – This field becomes editable once you’ve assigned an agency. Changing the Agency Status to Sent to Collection Agency updates the Action Date in the Details panel to the current date/time. Note: The workbook typically does this update so that a notification (letter) will be sent automatically.