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

Open the account-list view selector and choose All. The account counter shows your current position in the selected view.

List Display

The All Accounts list shows accounts in a table with five columns:

• File Number - Unique identifier for the account
• Name - Primary account holder name
• Creditor - Original creditor name
• Phone Number - Primary phone number on file
• Status - Current account status

Finding Accounts

Use the search button to find specific accounts. Select a search field from the dropdown:

• File Number - Internal file identifier
• Account Number - Original account number
• Debtor Name - Debtor first or last name
• Phone Number - Any phone number on file
• Email Address - Email address
• Social Security Number - Social Security Number
• Custom Field - Configured account custom fields, when available

Enter your search term, then press Enter or pause briefly while DebtRecoup searches automatically. Select one or more results and click Open.

Navigating the List

Pagination

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

Opening Accounts

• Click the account counter to open the Accounts dialog
• Select an account row
• Click Open to load the account detail view

Returning to the List

• Use the account-list view selector to choose All
• Use browser back button
• Press Escape to close dialogs

Tips for Using All Accounts

Finding Specific Accounts

• Use the search button for the fastest lookup
• File Number and Account Number searches match exactly
• Name searches match partial text
• Phone searches work with or without formatting

Daily Workflow

• Start with All Accounts to see your complete inventory
• Use other views (Hot List, Call Backs, Work By) to focus on specific priorities
• Return to All Accounts when you need to find a specific account

Troubleshooting

List won't load:

• Check internet connection
• Clear browser cache
• Try logging out and back in
• Contact support if issue persists

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

Related Topics

• New Accounts - Recently assigned accounts
• Hot List - Priority accounts
• Navigation Basics - Moving through the application