Client Agents

Users can define several agents at the client level to be attached to a debtors account.  The agent information can be used in documents.  This is useful for Subrogation claims or claims where the client has multiple representatives.

 How to add a Client Agent

From the main screen of CollectMax, click the button.   Select the client from the Client Find Form to display the client account screen.

Click the button to display the Agent Management Screen.

Click the button to add a new agent.

Enter all the client agent's demographic information.   Click the button to add the new client agent.

 Assign an Agent

On the Summary Tab of a Debtor's Account,  

In the Assignment Section, click the button.  Select the proper Client Agent from the list in the Assignment Box.  

Click the button to attach the Agent.