Table of Contents Table of Contents Title and Copyright Information Preface Purpose Audience Documentation Accessibility Critical Patches Diversity and Inclusion Related Resources Conventions Screenshot Disclaimer Acronyms and Abbreviations Basic Actions Symbols and Icons 1 Introduction 2 Collector Dashboard 2.1 Key Performance Indicators 2.2 Current Tasks 2.3 Upcoming Promises 2.4 Task Aging 2.5 Tasks History 2.6 Collection History 3 Case Search 3.1 Searching for Cases 4 Case Summary 4.1 Case 4.2 Account 4.3 Customer 4.4 Tasks 4.4.1 Adding Ad hoc Tasks 4.4.2 Updating Details of Call Task 4.4.3 Escalating a Task 4.5 Promise to Pay 4.5.1 Creating a Quick PTP 4.5.2 Creating an Advanced PTP 4.5.3 Canceling a PTP 4.6 Activity 4.6.1 Searching an Activity 4.7 Communication Details 4.8 Notes 4.8.1 Creating a Note 4.9 Payments 4.9.1 Searching a Payment 4.10 Documents 4.10.1 Upload a document 4.11 Enable Specialised Process 4.12 History 4.12.1 Viewing History of a Closed Case 5 Task Summary 5.1 Tasks 5.1.1 Searching for a Task 5.1.2 Escalating a Task 5.2 Account 5.2.1 Searching for Account Specific Tasks 5.2.2 Reassigning Account Specific Tasks 5.3 Specialized Cases 5.3.1 Searching for Specialized Cases Specific Tasks 5.3.2 Reassigning Specialized Cases Specific Tasks 5.4 Call Summary 6 Agent Task List Index