Creating Actions
Use this task to add a new Collections Action. Actions are used to track and assign collections-related tasks to Collectors/Collector Groups. Actions may pertain to collections activities related Guarantor, Insurance, or both.
Common actions used by multiple practices can be shared and re-used by all of them.
The steps detailed in this topic are for adding an Action. See Creating Action Series topic for information on creating a new Collections Action Series.
Step-By-Step Guide
Step | Instructions | Additional Information |
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1 | From the Collections Admin / Actions & Action Series tab, click Create (or press Alt + C). The Action & Action Series: New page opens:  |
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2 | Open the Action Type drop down list and select Action. | To create an Action Series, select Series from this drop down list. See Creating Action Series for additional details. |
3 | Open the Collection Type drop down list and select the type of collections action being created: Guarantor, Insurance, Guarantor/Insurance. | The Guarantor/Insurance type is applicable to either Guarantor or Insurance collection activities. |
4 | Enter a unique name for the Action in the Action Name field. |
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5 | (Optional) Open the Collection Letter drop down list and select the letter associated with this action. | In most cases, Collection Letters will be used in coordination with an Action Series. The Collection Letter drop down list is a list of letters created and maintained via the Collection Letters tab. |
6 | (Optional) Open the Next Action drop down list and select the action to follow this action. |
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7 | (Optional) Enter the number of Follow-up Days after the current action to trigger the next action. | The number of follow-up days can be any number between 1-999. The Follow-up Days field is only enabled after the Next Action field is populated. |
8 | (Optional) Select the Inactive checkbox to mark the action as inactive. | Inactive Actions/Action Series are still included in the Connect system, but will not be available for action creation until returned to Active status. |
9 | Select the practice(s) that should be allowed to use the action. | The action will only be available for collections activities for the selected practices. Click Select All to associate all practices with the action. As a result, the action will be accessible and can be used by any practice. |
10 | Click Apply. |
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11 | Click Save to save and close the page. |
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