Account Workflow Actions- Last Activity Date

  • Updated on Mar 29, 2023
  • Published on Dec 23, 2022
  • 1 minute(s) read
  • Gina Magana
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Account Workflow Actions for Last Activity Date

Account-Workflow1.png


Left click a pill here to identify the actions taken that will set Last Activity Date on an account.Account-workflow-2.png

  • Notate Account ->Any action taken in the Notate Account Session using the "Apply" button or "Send to Worklist" using the "Send" button
  • Letter Sent
  • Phone In/Out -> Specifically an Inbound or Outbound Phone call entry
  • Phone RPC -> Specifically a Right Party Contact call entry
  • Payment
  • Promise -> A single Promised Payment is taken -OR- A Promise Payment Plan is scheduled
  • Set Next Work Date
  • Status Code Change
  • Demographic Change
  • Account Save (includes using "Apply" to save an account)
  • Sidebar actions (limited to users with related Permission Roles)
    • Dispute
    • Cancel
    • Bankruptcy
    • Deceased
  • Broken Promise
  • Virtual Agent Login

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