Displaying the Account windows

Menu 5.1

Use command WD or WDn to access the Account windows, which display information about the account.

There are six Account windows, which include the following fields:

  • D1 - Displays the client, customer name, and address for the account.
  • D2 - Displays the zip code, date of birth (DOB), the desk number the account is assigned to, social security number, the packet number (if applicable), and the DRL field.
  • D3- Displays the client reference number, forward client name (if applicable), the date is was assigned to the agency, the last charge and payment date, and the last activity date.
  • D4 - Displays the interest effective date, patient name (if applicable), special fields, and credit report.
  • D5 - Displays the status of the account, the interest rate, principal adjustment, the date the account was set up at the agency, and the commission rate.
  • D6 - Displays the email address for the account.

Field

Description

Client

The client ID.

Name

The customer's name.

Name2

The name of an additional responsible person for the account.

Address

The customer's address.

Address2

The additional address for the account.

City

The customer's city.

S

The customer's state.

Zip

The customer's zip code.

Phone

The customer's phone number.

DOB

The customer's date of birth.

Desk

The desk the account is assigned to.

SSN

The customer's social security number.

Packet

The packet number the account belongs to.

DRL#

The Data Reference Line number.

Cli Ref#

The number the client uses to identify the account.

Fwd Cli

The name of the original client the account was forwarded from.

Asgn Date

The date the account was assigned to your agency.

Lst Chg Dt

The date of the last charge to the account

Lst Pay Dt

The date of the last payment on the account.

L/Activity

The date of the last activity on the account.

CL LC/LP

The date the client last charged the account or last received a payment from the customer before the account was assigned to your agency.

Intr Eff

The interest effective date.

Spc Fld2 - Fld5

Custom fields that store information your agency sets up and enters.

Credit Rpt

The date your agency ran the last credit report for this account.

Status

The status code that describes the status of the account in the collection process.

Int Rate

The interest rate that applies to the account.

Prin Adj

The principal adjustment that applies to the account.

CR Can Flg

The flag for canceling credit reporting for the account.

Can Date

The date your agency canceled the account.

Setup Dt

The date your agency set up the account.

Comm

The commission rate that applies to the account.

Email

The customer's email address.

To display the Account windows:

  1. Open an account in the Collector screen.
  2. At the CMD (/, ?) prompt, do one of the following, and press Enter.
    • To open the Account Window 1, type WD.
    • To open a specific Account window, type WD and the number of the window to display. For example, type WD2 to display Account Window 2.

  3. At the Enter CR, #, /, Fn, Dn, Cn, Wn, Zn, ATn, U, WX prompt, do one of the following:

    In each window, press Enter.

    Type #, and press Enter.

    In each window, type /, and press Enter.

    Type F and the window number, and then press Enter.

    Type D and the window number, and then press Enter.

    Type C and the window number, and then press Enter. For more information, see Displaying the Client windows.

    Type W, and the window number, and then press Enter. For more information, see Working with the Desk Collector and Employee Collector windows.

    Type Z and the window number, and then press Enter. For more information, see Working with the Desk Collector and Employee Collector windows.

    Type AT and the window number, and then press Enter. For more information, see Displaying the Contact Attempts window.

    Type U, and press Enter. For more information, see Working with the Desk Collector and Employee Collector windows.

    Type WX, and press Enter.