Assignment Fields

Assignment of Debtor accounts within your firm is critical to the successful tracking and evaluation of the results of the collection staff and other related personnel. It is also important to track the results of those accounts sent to another agency, as well as keeping abreast on the quantity and quality of those accounts sent to your firm. The Assignment Fields allow for the Debtor account to be tagged:

• Originator Field: The Attorney or person responsible for bring in the account.
• Other Account Number: An additional account number for use in identifying and finding the account.
• Responsible Field: The Attorney or Collector who is responsible for the account.
• Assigned From Field: The outside agency or firm who sent the account to your firm to be worked.
• Receiving Attorney Field: Name of the Attorney to which the account was referred.
• Client Agents : The agent for the Client.

To display the demographics of the Client Agent, Assigned From or Receiving Attorney Assignments, click on the code or name of the assignment.

To add an assignment, click the button to display the Assignments Screen.

The entry for each field can be typed or selected from the list. Selecting the button will display a list of available choices.

If the assignment is not available in the list, click the button to display the add screen.  

Click the button to add a new code.

Click the button to modify an existing code.

Click the button to delete any existing codes.

Once the code has been added, click the button to exit back to the Assignments Screen.  Select the newly added code from the list.   Click the button to save all changes and return to the Debtor Summary Tab.