Account Workflow Actions- Last Work Date

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Account Workflow Actions for Last Work Date

Account-workflow4.png

Left click a pill  pill.PNG to identify the actions taken that will set Last Work Date on an account.

  • 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