The Alerts/Tasks pane displays alert messages for customers that the collector is assigned and open tasks assigned to the collector.
Figure 15: Features of Alerts/Tasks pane
When collectors access the AR Credit & Collections module, it will initially display alerts associated to customers they are assigned to as well as their open tasks. The tasks data grid will display all open tasks for the logged in user. Tasks marked as complete or have a due date that is in the future will not display, however, options are available to allow a user to see these tasks as well (see the AR Credit & Collections Tasks section for details).
MoversSuite will recognize the user as being a collector or not. If the user is not identified as a collector, then the Collector will default to selecting all users defined as a collector to be viewed (see AR Credit & Collections User Setup).
A special “No Collector” has been provided that represents all customers not assigned to a collector.
Figure 16: Multiple item selector for Collector field
Note: When using a multiple item selector, like that in use for the Collector field, a user must either press ENTER or CLICK somewhere outside of the menu in MoversSuite to actually activate the functionality.
The Alerts/Tasks Branch selector will default to All branches (all unchecked).
Figure 17: Multiple item selector for Branch field
AR Credit & Collections Alerts