Find by Account Members

 

CollectMax allows users to find debtors by the account members that have been assigned to the debtor's account.

From a debtors account, click the button.  The Find Debtors screen will appear.

Select Account Members in the Find By column, by clicking the button

next to the selections.

Click the next to the account member type.  Scroll to find the account members name or type the name in the Enter Member Name field.

Click the button to go to the Find by Account Members Screen.

Enter a debtor name in the Enter Debtor Name Field or scroll to find the correct debtor.  

Click the button to go to the account.