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To modify special accounts:
Select Admin.
The Admin Home Page appears. From the Business
Administration tab, select Special Account Setup.
The Special Account Search screen appears. The Search Results section
displays the accounts that have already been added as special accounts
or that have been set up for a specific action item view. If the customer
you want to modify is not displaying in Search Results, enter information
to identify the customer, and click Search.
The Search Results section displays the customers that match the information
you enter. Select view/edit
in the row for the customer. A customer has a view/edit link if they have
been added as a special account or an account item view has been set for
that customer.
The Define Special Account screen displays the schedule or the action
item view set up for the customer. In the Special
Account Setup section, select Weekly and the working day of the week or
Monthly and the day of the month for the schedule.
From the Schedule
Day list, select the day of the week that you want the action items to
appear in the collector's Work Queue, and autonomous tasks to execute. From the Schedule
Type list:
Select
Nearest to schedule the action items for the day of the week that is closest
in time to the strategy execution date. This date could be before or after
the execution date. Select
Next to schedule the action items for the next time that day of the week
occurs after the execution date.
Click Save.
eCredit uses the modified special schedule for action items for this
customer as invoices go through the strategy execution. Any invoices for
this customer that have already gone through the strategy execution are
not affected by the modified schedule. |
