How to Add an Action Item

 Tabbing will take you sequentially through data entry.

1.  From the main menu of CollectMax click on button.

2.  Using theFind features, open your debtor account.

3.  Click the button on the left panel of the window.

4.  The Action Items window will now be open, Click the button.

5.  Select an Action from the list. To add a new Action Item Code, click  the button.

6.  Enter the Scheduled date for this Action Item.

This date should reflect the "do date" for this action item. Click for the calendar feature. You can use the Add Days feature to advance the current Do Date a certain number of days into the future. (Ex: Current Do Date is 12/08/2006. Desired new Do Date is 3 weeks from today. Enter 21 in the Add field. This will bump Do Date 3 weeks ahead to 12/29/2006.)

7.  If this action should be included in the action alarm feature, click the next the Action Alarm Selection.

8.  If the Action needs to take place at a certain time (i.e. Court Time), enter this time in HH:MM AM/PM format.

9.  Select the Responsible party  for this Action Item from the list. If a Responsible party has already been assigned to this account or action, their initials will be in this field.

10.  Enter a Court  if necessary. If a court has already been assigned to this account, the Court Code will already be filled in.

11.  Type any notes specific to this Action in the Notes field.

12.  Click the button.