New Accounts

Click to enlarge - New Accounts filter showing unworked accounts

Overview

The New Accounts list displays accounts with the "New Account Assignment" status. This helps collectors focus on recently assigned accounts that need initial contact.

Accessing New Accounts

Click the New Accounts tab in the top navigation. This filters your view to show only accounts with the new assignment status.

What Makes an Account "New"

Accounts appear in this list when their status is set to "New Account Assignment". This is typically:

• The default status for newly imported accounts
• A status manually set by a collector or administrator

Accounts leave this list when their status is changed to any other status.

Navigating New Accounts

When viewing New Accounts:

• Use Previous/Next buttons to move between accounts
• Click the pagination indicator (e.g., "1 of 42") to open a list dialog
• The list dialog shows: File Number, Debtor Name, Creditor, Phone, Status
• Click an account in the list to open it

Working New Accounts

Initial Review

When working a new account:

1. Review all available debtor information
2. Check for phone numbers and addresses
3. Note any special instructions or client requirements

Changing Status

After working an account:

1. Update the account status to reflect your action
2. The account will no longer appear in New Accounts once the status changes

Common status changes:

• Active collection status after first contact
• Skip status if contact information is needed
• Other status based on account disposition

Tips for Working New Accounts

• Work new accounts promptly after assignment
• Review all available information before making contact
• Document your efforts in the account notes
• Change the status after completing initial work

Troubleshooting

Not seeing new accounts:

• Verify you have accounts assigned to you
• Check that accounts have the "New Account Assignment" status
• Refresh the page

Accounts not leaving the list:

• The status must be explicitly changed
• Adding notes or making calls does not automatically change status
• Verify the status was saved successfully

Related Topics

• All Accounts - Complete inventory
• Hot List - Priority accounts
• Skips - Finding contact information