Forms Used to Work Accounts

Form Name	Form ID	Navigation	Usage
Account Activity Log	W03B31A	Credit/Collections Management (G03B15), Account Balance Inquiry. Select the account, and then select Promises from the Row menu on the Account Balance Inquiry form.	When you return to this form after working an account on the Activity Messages form, click Find to refresh the account information on the form. Note: The Amount fields are used for activities other than promises, such as delinquency notices and fees. You can leave these fields blank, or use them as needed
Activity Messages	W03B31G	Click Add on the Account Activity Log form.	Work a customer accounts for collection by entering a promise message that details the account activity, such as the person you contacted, the date you contacted them, and the terms of their promise to pay.
Work Center	W012503F	Workflow Management (G02), Employee Work Center	Work a customer account using workflow management.

Form Name

Form ID

Navigation

Usage

Account Activity Log

W03B31A

Credit/Collections Management (G03B15), Account Balance Inquiry.

Select the account, and then select Promises from the Row menu on the Account Balance Inquiry form.

When you return to this form after working an account on the Activity Messages form, click Find to refresh the account information on the form.

Note: The Amount fields are used for activities other than promises, such as delinquency notices and fees. You can leave these fields blank, or use them as needed

Activity Messages

W03B31G

Click Add on the Account Activity Log form.

Work a customer accounts for collection by entering a promise message that details the account activity, such as the person you contacted, the date you contacted them, and the terms of their promise to pay.

Work Center

W012503F

Workflow Management (G02), Employee Work Center

Work a customer account using workflow management.