Work By

Overview

The Work By feature provides a flexible way to filter and select accounts based on various criteria. Use it to create focused work queues based on status, balance, client, location, and other factors.

Click to enlarge - Work By filter options for organizing accounts

Accessing Work By

Click the Work By tab in the top navigation. This opens a filter dialog where you can select your filtering criteria.

Filter Options

The Work By dialog provides the following filter options:

Filter	Description
Status	Filter by account status
Current Balance	Filter by balance range (between two amounts)
Client	Filter by specific client
Portfolio	Filter by portfolio assignment
State	Filter by debtor's state
Time Zone	Filter by time zone (shows current local time)
Last Worked	Filter by last activity date

Using Work By Filters

1. Click the Work By tab
2. Select a filter type from the dropdown
3. Enter or select your filter criteria
4. Click Open to load matching accounts
5. Use Previous/Next to navigate through filtered accounts

Balance Range Example

To find accounts between $1,000 and $5,000:

1. Select "Current Balance"
2. Enter 1000 in the first field
3. Enter 5000 in the second field
4. Click Open

Time Zone Filtering

When filtering by time zone:

• Each option shows the current local time in that zone
• Useful for calling during appropriate hours

Work Dates

Work dates are a separate feature for scheduling follow-ups on individual accounts.

Setting a Work Date

1. Open an account
2. Click the calendar icon or Work Date option in the account toolbar
3. Select a date (today or future)
4. Click Save

Viewing Accounts by Work Date

Use the Calendar tab to see accounts with scheduled work dates:

1. Click the Calendar tab
2. Select a date from the calendar
3. View accounts scheduled for that date
4. Select accounts and click Open to work them

When viewing "Today" in the calendar, it shows all accounts with work dates up to and including today.

Removing a Work Date

1. Open the account
2. Click the calendar icon or Work Date option
3. Click Remove

Common Use Cases

Working by Client

Filter accounts for a specific client:

1. Select "Client" filter
2. Choose the client from the dropdown
3. Open to view only that client's accounts

Geographic Targeting

Work accounts by location:

1. Select "State" filter
2. Choose a state
3. Open to view accounts in that state

Balance-Based Prioritization

Focus on high-balance accounts:

1. Select "Current Balance" filter
2. Set minimum balance (e.g., 5000)
3. Leave maximum blank for "and above"
4. Open to view high-balance accounts

Following Up on Stale Accounts

Find accounts not worked recently:

1. Select "Last Worked" filter
2. Set a date in the past
3. Open to view accounts last worked before that date

Tips for Using Work By

• Use multiple filter sessions to create varied work queues
• Combine with the Calendar for time-based follow-ups
• Set work dates on accounts that need future follow-up
• Check the Calendar tab at the start of each day

Troubleshooting

No accounts returned:

• Verify filter criteria isn't too restrictive
• Check that matching accounts are assigned to you
• Try broadening the filter range

Filter not working as expected:

• Clear the filter and try again
• Verify you selected the correct filter type
• Check that the criteria values are valid

Related Topics

• Calendar - Visual work date scheduling
• Call Backs - Callback management
• Hot List - Priority accounts
• All Accounts - Complete inventory