Working with the Desk Collector and Employee Collector windows

Menu 5.1

The Desk Collector and the Employee Collector windows are customized by your agency to display Client, Client2, Debtor, and Fiscal fields.

The Desk Collector window is customized by your agency for a specific desk. Your user login and role profile determine if you can view or change information in the Desk Collector window. This window is available to all collectors with access to the specific desk it was customized for, such as "Legal" or "High Balance".

The Employee Collector window is customized by a user for their own use; except for managers, a user cannot access another user's Employee Collector window. Your user login and role profile determine if you can create the Employee Collector window and which fields you can include. You must first create the Employee Collector window before you can use it. For more information, see Managing the Employee Collector window.