Account Lists Overview

Account lists in DebtRecoup provide different views of your assigned accounts. Each list filters and organizes accounts based on specific criteria, allowing you to focus on different aspects of your inventory.

Available Lists

The top navigation bar contains tabs for different account views:

Primary Lists

• All - Complete inventory of assigned accounts
• New Accounts - Recently placed accounts
• Hot List - Accounts marked as high priority
• Call Backs - Accounts with scheduled callbacks

Specialized Lists

• Work By - Custom filtered work queues
• By Payments - Accounts organized by payment activity
• Good Numbers - Accounts with verified phone numbers
• Skips - Accounts needing location services

Additional Views

• Calendar - Date-based account view
• AI - AI-powered recommendations and insights

How Lists Work

List Display

Each list shows accounts in a table format with:

• Account identifiers
• Debtor information
• Balance details
• Status indicators
• Last activity dates

Dynamic Filtering

Lists automatically filter based on their criteria:

• Updates in real-time
• Reflects current account states
• Respects user permissions
• Maintains sort preferences

Account Counts

Each tab displays:

• Number of accounts in that view
• Your current position when viewing an account
• Total accounts accessible to you

Common List Features

Sorting

• Click column headers to sort
• Arrow indicates sort direction
• Multi-column sorting available
• Sort preferences are remembered

Column Management

• Resize columns by dragging borders
• Reorder columns if enabled
• Hide/show columns through settings
• Column layouts can be saved

Bulk Operations

Some lists support bulk actions:

• Select multiple accounts
• Apply actions to selection
• Export selected data
• Bulk status updates

List Navigation

Moving Through Lists

• Scroll to see more accounts
• Use pagination controls if present
• Jump to specific pages
• Adjust items per page

Opening Accounts

• Single-click to select
• Double-click to open
• Right-click for context menu
• Keyboard navigation supported

Returning to Lists

• Click the list tab again
• Use browser back button
• Click "Return to List" if available
• Lists maintain scroll position

List Performance

Loading Behavior

• Lists load progressively
• Most recent data shown first
• Background updates occur
• Loading indicators show progress

Refresh Options

• Automatic refresh intervals
• Manual refresh button
• Pull down to refresh (mobile)
• F5 refreshes entire page

Customization

Personal Preferences

• Default list on login
• Items per page
• Column preferences
• Sort preferences

Saved Views

• Create custom filters
• Save filter combinations
• Share views with team
• Set as defaults

List-Specific Features

Each list type may have unique features:

• Hot List: Priority indicators
• Call Backs: Time slots
• By Payments: Payment totals
• Calendar: Date picker

Data Export

Export Options

• Export current view
• Export with filters
• Choose file format
• Include/exclude columns

Export Formats

• CSV for spreadsheets
• PDF for reports
• Excel with formatting
• JSON for integration

Understanding List Data

Account Status Icons

• Colors indicate status
• Icons show special conditions
• Hover for details
• Click for actions

Data Freshness

• Last update timestamp
• Real-time indicators
• Sync status
• Refresh warnings

Tips for Using Lists

Efficient Workflow

• Start with most relevant list
• Use filters to narrow results
• Sort by priority fields
• Process similar accounts together

Finding Accounts

• Use search within lists
• Apply multiple filters
• Save common searches
• Use advanced filters

Troubleshooting Lists

Empty lists:

• Check filter settings
• Verify assignments
• Confirm permissions
• Refresh the page

Slow loading:

• Reduce page size
• Clear filters
• Check connection
• Report persistent issues

Missing accounts:

• Check all filters
• Verify list criteria
• Confirm account status
• Review assignments

Related Topics

• All Accounts - Working with complete inventory
• Hot List - Managing priority accounts
• Call Backs - Scheduled callback management
• Search and Filtering - Advanced filtering options