Account Details Overview

Account management in DebtRecoup involves viewing and working with individual account records. This section explains how to access and use the various features available when managing a single account.

Account Layout

When you open an account, the interface displays three main areas:

Information Cards

Three cards display key account data:

Debtor Info Card:

• Name, SSN, birth date
• Time zone with live clock
• Primary phone, address, email

Account Identity Card:

• File number, account number
• Client and portfolio
• Creditor and debt type
• Assigned collector

Account Summary Card:

• Current and original balance
• Paid to date and principal
• Date opened and charged off
• Last payment and last worked dates

Tab Panel

The left side contains tabs for detailed information:

• Debtor (with sub-tabs for phones, employer, addresses, etc.)
• Custom Fields
• Communication
• Payments
• Co-Debtors
• Other Accounts
• Documents
• Log

Notes Panel

The right side displays account notes with an option to add new notes.

Action Toolbar

The toolbar provides quick access to common functions:

Button	Action
Work Date	Schedule when to work account
Alert	Set account alerts
Email	Send email communications
Message	Send SMS text message
Callback	Schedule callbacks
Log Call	Record phone call activity
Take Payment	Process payments
Set Hot	Mark as priority

Additional options available through menus:

• Set as Good Number
• Set as Skip

Status Display

• Current status shown with color coding
• Click the pencil icon next to status to change it
• Status affects account handling and workflows

Working with Account Data

Viewing Information

• Information displays across the three cards
• Click tabs to view detailed information
• Use sub-tabs within Debtor tab for specific data

Editing Information

• Look for pencil icons next to editable fields
• Click to open an edit dialog
• Make changes and save

Editable fields include:

• Debtor name, SSN, birth date, email
• File number, account number
• Creditor information
• Various dates

Adding Notes

1. Click the + Note button in the Notes panel
2. Type your note content
3. Press Ctrl+Enter (or Cmd+Enter on Mac) to save

Account Navigation

Moving Between Accounts

• Use the arrow buttons (< >) in the header to move between accounts
• The pagination indicator shows your position (e.g., "1 of 42")
• Click the pagination indicator to open a list of accounts

Within an Account

• Click tabs to switch between different views
• Use sub-tabs within the Debtor tab for specific information
• Scroll within sections to see all content

Debtor Tab Sub-Sections

The Debtor tab contains sub-tabs for detailed information:

Sub-Tab	Contents
Phone #s	All phone numbers with type and status
Employer	Employment details and contact
Addresses	All addresses with status
References	Personal and professional references
Bankruptcy	Bankruptcy case information
Attorney	Legal representation details
Deceased Info	Mortality information

Common Tasks

Changing Status

1. Click the pencil icon next to the status display
2. Select the new status
3. Confirm the change

Adding a Phone Number

1. Go to Debtor tab > Phone #s sub-tab
2. Click the add button
3. Enter phone details and save

Updating Contact Information

1. Locate the field in the appropriate card or tab
2. Click the pencil icon
3. Update the information in the dialog
4. Save changes

Activity Log

The Log tab tracks all account activity:

• Timestamp of each action
• User who performed the action (or "System")
• Description of what occurred

Troubleshooting

Can't edit fields:

• Check that you have edit permissions
• Verify the account is assigned to you
• Some fields may be read-only based on account status

Missing data:

• Check the appropriate tab or sub-tab
• Refresh the page if data seems outdated

Related Topics

• Account Tabs - Detailed tab documentation
• Debtor Information - Managing contact data