Account Workflow Actions- Last Work Date

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Account Workflow Actions for Last Work Date

Left click a pill 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

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