Enhanced Select Worklist

This feature allows users to more easily find their worklists.  See How to Work Items in a Worklist for information on how to work the accounts on the worklist.

From the main screen in CollectMax, click the button to bring up the Find Debtor Screen or click the button on a debtors account.

Select to Find By Select Worklist by clicking the next to the selection.    

Find the worklist by clicking on the Worklist ID Code or Entering the Worklist ID in the Enter Worklist field.

A list of all action items assigned to the worklist will be displayed along with the account number and debtor name.   Select an action item and click the button.   CollectMax will take you to the account or claim with the selected action item unless that action is already being worked by another user.   If the action is being worked, the program will display the nearest action on the list not being worked.