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Debt Collection
Use the Debt Collection tab on the CRM Module Control form to set a number of defaults for the debt collection module, including:
- Default Communication Status - Defaults the status on a communication of type Collection.
- Default Communication Method - Defaults the method on a communication of type Collection.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Default Communication Status
Enter the default debt collection communication status.
The status defaults to the Communication Status field if the communication is of type Collection. It also defaults to the Status field on the Call Generation Setting form, which you can open from the Debt Collection Generate Calls form.
Default Communication Method
Enter the default debt collection communication method.
The status defaults to the Communication Method field if the communication is of type Collection. It also defaults to the Method field on the Call Generation Setting form, which you can open from the Debt Collection Generate Calls form.