Global Collection Event tab field definitions
Title |
Description |
Collection Activity Comment |
Required. A detailed description of the collection activity. Clicking the icon opens a screen where the complete collection activity comment is displayed. |
Collection Activity Date |
Required. Use the calendar tool to select the date the collection event occurred or enter a date in the format mm/dd/yyyy. |
Collection Activity Type |
Required. The type of collection activity. Existing collection activity types may be retrieved from the list or from the lookup. |
Completed Date |
Optional. Use the calendar tool to select the date when the follow up action was completed for this collection event or enter a date in the format mm/dd/yyyy. This date can be updated via the Collection Event document when the collection activity is complete. |
Follow-up Date |
Optional. Use the calendar tool to select the date when follow up action should be taken on this collection event or enter a date in the format mm/dd/yyyy. The Tickler Report uses this date to help AR collectors monitor collection activities. |
More: