Collector Codes

A Collector is an employee who is responsible for a Customer account.
The Collector code is assigned to the customer in Customer Information, and various collection reports can be generated by Collector, including the Collector's Report and Customers Due for Credit Review Report and the Customer Credit Rating Report.

The codes can be maintained in the Collector Codes window on the Customer Management tab of the Configure System Settings.
An operator must be assigned a Security Role that allows permission to the Customer Management - Collector Codes in order to access this table.

The prompts to create Collector codes are:

SEQ#

In Add mode, a sequence number is assigned to each code.

CODE

Enter a code for the Collector. This is usually the person's initials and can be up to three characters.

NAME

Enter the name of the Collector.