Recording a Promise to Pay

4.5.1.4 Recording a Promise to Pay

If you record an action on Call Activities screen as a promise to pay, it appears as a record on the Account Details screen’s Promises section. The Promises section enables you to quickly view these actions without searching for them individually.

To record a promise to pay

Open Customer Service screen and load the account you want to work with.
Click Customer Service sub tab and then click Call Activities tab under it.
Click Add. The system displays the Call Activities screen. In Action field, select the action which is already performed, such as DC - DEALER CALLED.
In the Result field, select a result involving a promise to pay, such as PP - PROMISE TO PAY.

You can complete the following optional fields:

Table 4-22 Recording a Promise to Pay

In this field	Do this
Contact	Select the contact type. (Who was the person you communicated with?).
Reason	Select the reason, as stated by the contacted person. (What is the reason for this contact?).

In the Promise Dt field, record date when the person you spoke with promises to make payment.
In the Promise Amt field, record amount of payment the person you spoke with promises to pay.
In the Condition field, select the condition or queue type.
In the Follow up Dt field, enter next follow-up date for the promise-to-pay or accept the default date.
Click Save. The system automatically notes this information as an entry on the Promises and Comments sub screens.

Note:
If payment amount is within the tolerance limit, promise is considered to be kept. If the payment amount is not within tolerance limit, promise is considered to be broken.

Parent topic: Call Activities sub tab