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The workspace is where all primary collections activities are performed on clients, contacts and loans.

There are five different types of workspaces in Elements: Queue, Search, History, Dialer and Core Search. The only difference between these different types of workspaces is the way accounts are accessed.

• The Queue workspace has only a Next button. An account can be worked then the user can proceed to the next account in the queue.
• The Search workspace has both Next and Previous buttons to allow users move forward and backwards through the set of accounts returned through the Search.
• The History, Dialer and Core Search workspaces do not have any navigation buttons. Once the account is worked, the workspace can be closed.

The box to the left of the DQ indicator indicates the type of workspace that is open. Multiple Search and History workspaces can be open at the same time but only one Queue Workspace can be open at a time.

This topic contains an overview of the workspace.

The workspace contains the four sections described below.

1. Toolbar

The toolbar contains the following buttons.

Button	Description
	Click this button to refresh the information displayed in the workspace.
	Click this button to proceed to the next account in the queue and search workspaces. If the Require Action on Workspace setting is set to Yes for a user's Security Profile, Next cannot be clicked unless a follow-up note is added or the follow-up date is advanced on the account currently open in the workspace. If Next is clicked without the addition of a follow-up note or follow-up date advance, an error is received stating an action must be performed before the user can proceed to the next account. This only applies to workspaces accessed through the Workspace button on the Home Dashboard. It does not apply to workspaces accessed through a Search.
	Click this button to return to the previous account in the search workspace. This button is only available in the search workspace.
Asset Recovery	Click this button to access the Asset Recovery element from within the workspace. This button is only available if the Asset Recovery element is activated.
Insurance	Click this button to access the Insurance element from within the workspace. This button is only available if the Insurance element is activated.
Payment	Click this button to access the Payment element from within the workspace. This button is only available if the Payment element is activated.
	Click this button to create a Pre-Authorized Payment on the account. This button is only available if Pre-Authorized Payments are enabled in Elements.
	Click this button to control the amount and type of information that is displayed in the workspace. Please see the Filter Options topic of this guide for more information.
	Click this button to turn the configured filter on or off. The filter is turned on when the button is shaded in dark blue as shown below.

2. Client & Contact Information

The Client & Contacts section of the workspace displays the account's clients and contacts, as well as their addresses, emails, phone numbers, ID and miscellaneous information. The Client Number, Branch Number, assigned Groups and Flags are also located in this section, as well as a Notepad that is a free-form text box to record any notes about the account and account holders.

This section also contains the following indicators and buttons.

Indicator/Button	Description
	The first indicator displays the type of workspace (Queue, Search, History, Dialer) that is currently opened. The second indicator appears red when a loan is delinquent. It appears white when there are no delinquent loans. The third indicator appears green when the real time connection to the core is active. It appears white when real time is not active. Real time functionality is not supported in Hosted instances of Elements. If a user's name appears to the left of the first indicator, the workspace is currently locked by that user. The first user must close the workspace in order for the second user to make any modifications to the account.
	Click this button to add a new contact or a new phone, email or address record for the client or contact.
	Highlight an address record and click this button to copy the address record for the client or contact.
	Highlight a record and click this button to edit a client, contact, phone, email or address record.
	Highlight a record and click this button to delete a client, contact, phone, email or address record. Clients with active or charged-off loans cannot be deleted.
	Click this button to print the Client Detail Report.
	Highlight a record and click this button to flag a phone number, email or address as the default for the client or contact.

3. Loan Grid

The Loan Grid on the workspace displays all loan information for the client.

This section contains the following buttons.

Button	Description
	Click this button to create a new loan.
	Highlight a loan in the grid and click this button to edit it.
	Highlight a loan in the grid and click this button to delete a loan.
	Click this button to print the Loan Detail Report.

4. Tabs

The workspace contains eight tabs in which client and loan information can be recorded.

 

 

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