Adding or editing account information

Menu 5.1

While you are working an account, you may discover that a customer or client's contact information has changed. There are several time-saving commands you can use to access the Account Update screen or the Client Update screen to change the information without having to leave the Collector screen. You can also retrieve important account activity information such as the number of times your agency has contacted the customer, the letters and notices sent by your agency, and the number of payments received for the account.

Use command 9 to open the Account Update screen to view or change information for an account.

If you only want to make address changes, you can use command AC to edit only the address information. From the Address Corrections screen, you can make address corrections to domestic and international addresses. For more information, see Making address corrections.

To add or edit account information:

1. Open an account in the Collector screen.
2. At the CMD prompt, type 9, and press Enter.

3. Proceed to Step 5 of Adding or editing an Account record.

   Depending on your permission level, you may not be able to access all of the fields in the Account Update screen.