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.

Choose Work By, filter accounts by client, open an account, and continue to the next account in the filtered list.

Account View Selector

The account-list selector is grouped into Views and Work Management options. The search button is separate from the selector.

Views

• All - Complete inventory of assigned accounts
• New Accounts - Recently placed accounts (status = new)
• Good Numbers - Accounts marked with the Good Number account type
• Skips - Accounts marked with the Skip account type

Work Management

• Hot List - Accounts marked as high priority
• Calendar - Visual date picker for scheduling work
• Call Backs - Accounts with scheduled callbacks
• Work By - Filtered work queues with multiple filter options
• By Payments - Accounts filtered by payment status and date range
• AI - Visible as a disabled placeholder

Search

• Search - Opened from the search button; search by file number, account number, debtor name, phone number, email address, social security number, or configured custom fields

How Lists Work

List Display

Search results appear in a selectable table with these columns:

• File
• Account
• Debtor
• SSN
• Primary Phone
• Creditor
• Assigned To
• Status

View Filtering

Each view applies specific filters:

• New Accounts - Shows accounts with new status
• Hot List - Opens a dialog to select from priority accounts
• Work By - Opens a dialog with filters for Status, Balance, Client, Portfolio, State, Time Zone, and Last Worked
• By Payments - Opens a dialog to filter by payment status and date range
• Good Numbers - Shows accounts whose account type is Good Number
• Skips - Shows accounts whose account type is Skip
• Calendar - Opens a visual calendar to select accounts by work date

Account Counts

The account counter shows your current position in the selected view, such as 1 of 50.

List Navigation

Moving Through Lists

• Use Previous/Next buttons to navigate between accounts
• DebtRecoup loads account results in batches of 20
• Current position appears between the navigation buttons

Opening Accounts

• Click the account counter to open the current account-list dialog
• Select one account row
• Click Open to load the selected account

Returning to Lists

• Click the account counter to open the list dialog
• Use browser back button
• Press Escape to close dialogs

Using Search

The search button opens flexible account lookup:

1. Click the search button
2. Select a search field from the dropdown:
   • File Number
   • Account Number
   • Debtor Name
   • Phone Number
   • Email Address
   • Social Security Number
   • Custom Field, when configured
3. Enter your search term
4. Press Enter, or pause briefly while DebtRecoup searches automatically
5. Select one or more accounts and click Open

Dialog-Based Lists

Several views open filter dialogs before showing results:

Hot List Dialog

• Shows all accounts marked as hot/priority
• Multi-select to work multiple accounts
• Click an account to open it

Call Backs Dialog

• Filter by Today or All callbacks
• Shows When, File Number, Collector, Debtor, and Comments
• Select callbacks to open the related accounts
• Remove callbacks from the list when needed

Work By Dialog

Filter accounts by:

• Status
• Balance range
• Client
• Portfolio
• State
• Time Zone
• Last Worked date

By Payments Dialog

• Filter by payment status: Queued, Posted, Declined, or Charged Back
• Filter by Payment Date or Last Transaction using preset date ranges or Between
• Select payments to open the related accounts

Calendar View

• Visual monthly calendar
• Select today or a future date to see accounts scheduled for that work date
• Today includes accounts with work dates up to and including today
• Select accounts and click Open

Tips for Using Lists

Efficient Workflow

• Use Work By filters to create focused work queues
• Check Call Backs at the start of each day
• Monitor Hot List for priority accounts
• Use Search when you know specific account details

Finding Accounts

• Use the search button for specific lookups
• File Number and Account Number searches are exact matches
• Name searches match partial text
• Phone searches work with or without formatting

Troubleshooting Lists

Empty lists:

• Check that you have accounts assigned
• Verify the filter criteria in dialog-based lists
• Refresh the page

Can't find an account:

• Try different search fields
• Check spelling of names
• Use partial phone numbers without formatting
• Verify the account is assigned to you

Dialog won't close:

• Press Escape key
• Click outside the dialog
• Click a different view

Related Topics

• All Accounts - Working with complete inventory
• Hot List - Managing priority accounts
• Call Backs - Scheduled callback management