Search |
Includes various customer accounts' search options.
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Find
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Executes search based on predefined criteria. |
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Clear
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Clears any selected criteria - resets the form to its original state. |
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Customer Code
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Search criteria to locate customers by the customer code within the system. |
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Payment Plan ID
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Search criteria to locate customers by the payment plan ID. |
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Customer Type
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Search criteria to locate customers by a particular type. |
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Person
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Indicates that customer's type is person. |
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Organization
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Indicates that customer's type is organization. |
First Name
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Search criteria to locate customers with a specific name by entering either full or partial name. |
Last Name
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Search criteria to locate customers with a specific name by entering either full or partial name. |
Create Date
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Search criteria to locate customers created within the specified date range.
Either beginning or end date is necessary. |
Phone
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Search criteria to locate customers by the phone number. |
Email
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Search criteria to locate customers by the email address. |
Credit Card#
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Search criteria to locate customers by the credit card number. |
Bank Account#
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Search criteria to locate customers by the bank account number. |
Balance
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Search criteria to locate customers by the balance. |
Active
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Search criteria to locate customers by a particular activity status. |
Agent
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Search criteria to locate customers by a particular agent. |
Sent Date
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Search criteria to locate customers by the sent collection date.
Either biginning or end date is necessary. |
Age
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Search criteria to locate customers by the age. |
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Age
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Allows to select an appropriate date range. |
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0-31
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Searches for accounts that are between 0 and 31 days old in terms of outstanding date. |
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31-61
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Searches for accounts that are between 31 and 61 days old in terms of outstanding date. |
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61-91
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Searches for accounts that are between 61 and 91 days old in terms of outstanding date. |
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91-121
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Searches for accounts that are between 91 and 121 days old in terms of outstanding date. |
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121+
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Searches for accounts that are more than 121 days old in terms of outstanding date. |
Current
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Indicates whether the current age should be used as a search criteria. |
Action Status
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Search criteria to locate customers by a particular action status. |
Priority
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Search criteria to locate customers by a particular collections priority. |
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Low
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Indicates that collections priority is low. |
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High
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Indicates that collections priority is high. |
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New Skip
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Indicates that collections priority is new skip. |
New
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Allows to create a new customer. Opens Form: New Customer |
Customer Account List |
Includes the list of customer accounts located based on the search criteria specified.
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Customer Code
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Identifier of the object used for references; auto-incremented integer value. References: Customer.Id |
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Name
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First name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the first name of the company's contact person. References: Customer.First Name |
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Last Update
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The date when the account was updated the last time. References: Customer Account.Last Update Date |
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Action Status
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Reference to the entity that represents possible statuses of the customer account. References: Customer Account.Status |
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Age
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Customer's age. |
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Balance
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Current balance of the customer's account. References: Customer Account.Balance |
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Agent
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Collections' agent responsible for this account. |
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Assign agent
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Allows to assign the agent for the customer from the list of available agents. |
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View Customer
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Allows to see detailed information about the selected customer's record. Opens Form: View Customer |
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New Sale
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Allows to create a new sale for the selected customer. Opens Form: New Customer |
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Membership Portal
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Allows to move to the membership portal. |