Use the manual Collections list to quickly identify overdue tenants, complete required follow-up tasks, and keep collection activity moving without delays.
Quick Start:
Open the Customers area from the left navigation.
Review the outstanding manual collection events in the list.
Use search, location filters, or sorting to find the right customer.
Open the customer card to complete the scheduled collection event.
Access the Collection List
Click the Customers icon (A) in the left-hand navigation to open the list of scheduled manual collection events.
-
Check the Number badge (B) above the icon to see how many manual collection events still requrie action. If you have access to more than one location, this total includes outstanding events across all accessible locations.
Use Name (C) to identify the delinquent customer with a scheduled manual collection event.
Use Location (D) to confirm where the customer has a past-due unit access.
Use Phone (E) to view the customer’s primary phone number.
Use Email (F) to view the customer’s primary email address.
Use Time in List (G) to see how long the manual collection event has been waiting to be completed. Events that have been outstanding for less than 1 full day are displayed in hours and minutes.
Use Days Past Due (H) to see how many days the customer is overdue on the account.
Use Type (I) to identify the scheduled collection event type, such as call, text, or email.
Search, Filter, and Sort the List
Enter a customer name, phone number, email address, or unit number in Search (J) to find a specific record.
Select one or more locations from the Location dropdown (K) to narrow the list by location.
Click Apply (L) to run the selected search or filters.
Click Reset (M) to clear any search, filter, or sort settings.
Click any Column Titles (N) once to sort alphanumerically, click again to reverse the order, and click a third time to remove sorting.
Click Open (O) to access the customer card and complete the scheduled collection event.