Configuring Activity, Totals, and Search Results Screens  

Procedure

To configure the AR Summary display, click here.

Note:  All the numeric fields that you select to display on the Work Queue Summary screen are also available to use as criteria when creating search filters in the Advanced Filters section of the screen.

To configure the activity, totals, and search results screens:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Business Administration tab, select Display Labels.
    The Display Label Setup screen appears.

  3. From the Table Name / Screen Name list, select one of the following:

    • Collection Activity

    • Work Queue Summary Totals

    • Work Queue Summary Results

    • Invoice Search Results

    • Credit Request Search Results

    • Customer Search Results

    • Search Dispute Results

    • Work Queue Search Results

  1. From the Available Fields list, select the fields you want to appear on the screen.

  2. Select the arrow that points down.
    The fields you selected appear in the Selected fields list.

  3. To change the display order for a field, select the check box for the field, and select either the up or down arrow to the right of the Selected Fields list.

The up and down arrows become enabled when you select the check box for one field.

  1. From the Sort Order list, select either ascending or descending to specify the default sort order for the field.

For the Work Queue Summary - Totals, the Sort Order selection is not used as these fields are totals that do not appear in a sortable column.

  1. To change a field's display label, in the Selected Fields list, click in the Display Label column, and enter the label you want to appear.

  2. Click Save.