Refresh: Click the Refresh button to refresh the information displayed on the Workspace. If there is a real-time connection to the core, this causes the information displayed for the current client to be refreshed based on the most recent information in the core.

Not all data fields are updated in real-time. Please refer to the documentation for the institution's Core Interface to confirm what information is updated.

Update: This button is only available if the core interface supports a real-time write back of information from the Collection Element.

Next: Click the Next button to move to the next account in the queue.

Asset Recovery: Visible only if the Asset Recovery Element is activated.

Insurance: Visible only if the Insurance Element is activated.

Payment: Visible only if the Payment Element is activated.

PAP: Visible only if the Pre-authorized Payment function is activated in the Collection Element.

Filter Options: Filter the information displayed on the workspace.

Client Maintenance

Contact Maintenance

Address Maintenance

E-mail Maintenance

Phone Number Maintenance

Loan Maintenance

Loan Status

Action Page

• Calendar
• Follow-up Date
• Follow-up Notes
• Quick Notes

Promises

Checklists

Transactions

X-Refs

Docs

Service

At the top of the screen the current locations/screen you are on will be displayed.

Four status flags in the upper right corner of the workspace provide information about the status of the information you are looking at.

• If you see SEARCH or HISTORY with a blue background then the client you are viewing was located through the Search or History tabs. If you see QUEUE you are working in your Queue workspace.
• If the DQ appears with a white background, this client does not have any delinquent accounts.
• If the DQ appears with a red background, then this client has at least one delinquent account.
• If the RT appears with a white background, the Real-Time connection to the core banking system is NOT on and the data you are viewing for this client is only as accurate as of the information in the last download.
• If the RT appears with a green background, the Real-Time connection to the core banking system is live and the data you are currently viewing for this client was updated when you landed on the account.
• If you see a name with a bright green background to the left of the Workspace name (e.g. JULIE in the example above), the current client record is locked by that user.

Use the Next button to move from one client account to the next in your worklist.

Use the Previous button in the Search Workspace if you wish to move backwards through the list of search results. This button is only available in the Search Workspace.

Use the refresh button in any Workspace to force a real-time update of the client and loan information from the core. This button will not be visible if you do not have a real-time interface to your core or if the real-time interface is turned off.

Use the Update button in any Workspace to enter information in the Collection Element that you wish to post back to your core. This button will not be visible if you do not have a real-time interface to your core or if the real-time interface is turned off.

NEW button. This button enables you to add a new item (e.g. Contact, Follow-up Note, Promise to Pay, etc.).

EDIT button. This button enables you to edit an item.

DELETE button. This button enables you to delete an item. Some items such as Follow-up Notes and clients with active or charged-off loans cannot be deleted.

PRINT button. This button allows you to print a report. For example, if you select the print icon next to the Client area, the Client Detail Report for that client will be displayed.

Click the Filter Options button to set your filter options. This will allow you to control the amount of information that is displayed in the Workspace.

Next to the Filter button is a toggle button that allows you to turn the filters on and off. Click the button to change the status.

If the Assigned checkbox is checked, the account has been manually assigned to the worklist. To return the loan to the default worklist (based on worklist assignment conditions), clear the checkboxes

Save button. Any changes you enter into the Action Tab area will only be posted to the database when the Save button has been selected.

Look-up checklist button. Click this button on the Checklist tab to work the checklist.

Refresh Transaction from the core for the specified date. This button will update the transaction information in real-time from your core banking system.

New Letter button. Select this button to print a new letter.

New E-mail button. Select this button to send a new e-mail to a client.

Print icon. If this icon appears next to a letter in the Mail Tab the letter has not been printed. To print the letter go to Letter, Delayed Letter Printing on the Desktop toolbar.

View Mail button. Click this button to view any letter or e-mail that has been sent.

Click the Reprint button to print another copy of the letter.

Quick Note button. Each user can define up to four different quick notes. These buttons can be used to attach a follow-up note to a client. For example, you may wish to track "Busy" signals or "LMTC" (Left Message to Call) when attempting to contact a client. Either one of these call types may not need more information than this so by setting up a quick note the collector may simply select one of these buttons and then select Next to move to the next client in their queue.