Find by Action List

CollectMax allows users to find accounts that are on the users action list.

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

Select the button next to the Action List in the Find By section.

Select the Action Dates by clicking the button or typing in the dates in the MM/DD/YYYY format.  These dates will allow accounts with actions due during these dates will appear on the find list.

Select to find the actions for  All Responsible parties,  a Single Responsible parties or Unassigned Actions.

If selecting by a Single Responsible party, select the user from the list for Select Responsible Field.

Select All or a Single Action Code.  If selecting the a single action code, select the code from the list.

A list of all accounts matching these criteria will be listed at the bottom of the screen.  Select the account to be viewed and click the button to be taking to the account.

A total of actions listed will be displayed at the bottom of the screen.