All Accounts List

Overview

The All Accounts list displays your complete inventory of assigned accounts. This is the default view when you log into DebtRecoup and provides access to every account you have permission to work.

Accessing All Accounts

Navigation

• Click the All tab in the top navigation bar
• This is typically the default view on login
• Shows total account count (e.g., "1 of 510000")

List Display

The All Accounts list shows:

• All active accounts assigned to you
• Accounts in various statuses
• Complete inventory without filters

Search Functionality

Click to enlarge - Search interface with multiple search options

Opening Search

1. Click the search icon or search bar
2. The Search Accounts modal opens
3. Choose search criteria

Search Options

• All - Search all fields
• File Number - Internal file identifier
• Account Number - Original account number
• Debtor Name - First or last name
• Phone Number - Any phone on file
• Email Address - Email addresses
• Social Security Number - SSN search (if permitted)

Search Process

1. Select search type from dropdown
2. Enter search term
3. Click Open to search
4. Or click Cancel to close

Search Results

• Matching accounts display in list
• Shows relevant matches only
• Can further refine results
• Clear search to show all again

List Columns

Standard Columns

The All Accounts list typically displays:

• File Number - Unique identifier
• Debtor Name - Primary account holder
• Account Number - Original creditor number
• Balance - Current amount owed
• Status - Current account status
• Last Worked - Last activity date
• Client - Client name
• Portfolio - Portfolio assignment

Column Features

• Click headers to sort
• Drag borders to resize
• Some columns can be hidden/shown
• Settings may save preferences

Working with the List

Selecting Accounts

• Single click to select
• Double click to open
• Use checkboxes for multiple selection
• Shift-click for range selection

Sorting

• Click any column header
• Arrow shows sort direction
• Click again to reverse
• Multi-column sort with Shift-click

Navigation

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

List Actions

Individual Actions

• Click account to open
• Right-click for context menu
• Use row action buttons
• Keyboard shortcuts available

Bulk Actions

With multiple accounts selected:

• Bulk status changes
• Mass assignments
• Export selections
• Print lists

Filtering Options

Quick Filters

While in All Accounts, you can:

• Use search to filter
• Apply temporary filters
• Save filter combinations
• Clear all filters

Creating Work Lists

From All Accounts:

• Select specific accounts
• Create custom work lists
• Save for later use
• Share with team

Performance

Loading

• List loads progressively
• Most recent first
• Background updates
• Loading indicators shown

Large Lists

For large inventories:

• Use search to narrow
• Apply filters first
• Export smaller batches
• Pagination helps performance

Data Management

Refresh

• Auto-refresh intervals
• Manual refresh button
• F5 refreshes page
• Updates show automatically

Export

From All Accounts list:

• Export visible accounts
• Choose format (CSV, Excel, PDF)
• Select columns to include
• Filtered or full export

Tips for Using All Accounts

Efficient Navigation

• Use search for specific accounts
• Sort by most relevant column
• Set appropriate page size
• Use keyboard shortcuts

Finding Accounts

• Search is fastest for known accounts
• Sort by last worked for stale accounts
• Use balance sort for priority
• Filter by status when needed

Common Uses

Daily Start

• Review total inventory
• Check for new assignments
• Identify priority accounts
• Plan daily activities

Account Location

• Quick search by any field
• Find specific debtors
• Locate by phone number
• Search by amount

Inventory Review

• Sort by various criteria
• Identify patterns
• Export for analysis
• Track assignment changes

Troubleshooting

List won't load:

• Check internet connection
• Clear browser cache
• Try logging out/in
• Contact support

Missing accounts:

• Verify assignments
• Check permissions
• Remove any filters
• Refresh the list

Search not working:

• Check search criteria
• Try different search type
• Clear and retry
• Verify data exists

Related Topics

• Search and Filtering - Advanced search techniques
• New Accounts - Recently assigned accounts
• Hot List - Priority accounts
• Navigation Basics - Moving through lists