This feature allows users to work accounts in a worklist. See How to Work Items in a 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.
Click the
button next to the selected worklist. 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.