Account Tabs

Overview

Each account in DebtRecoup contains multiple tabs that organize different types of information. The tab panel appears on the left side of the account view, with a separate Notes panel on the right.

Select an account tab to display its communication, payment, or activity history.

Main Tabs

Debtor Tab

Click to enlarge - Main debtor information and contact details

The Debtor tab is the default view when opening an account. It contains sub-tabs for detailed information:

Sub-Tab	Contents
Phone #s	All phone numbers with type, status, and source
Employer	Employer name, address, and phone numbers
Addresses	All addresses with type and status
References	Personal and professional references
Bankruptcy	Bankruptcy case details and dates
Attorney	Legal representation information
Deceased Info	Mortality verification details

Custom Fields Tab

Click to enlarge - Client-specific custom fields and data

Displays client-specific data fields configured for the portfolio. Field types include:

• Text fields
• Money amounts
• Dates
• Phone numbers

Click the edit button next to a field to modify its value.

Communication Tab

Tracks all contact activity with sub-tabs:

Sub-Tab	Contents
Emails	Scheduled and sent emails with direction, recipient, subject, body, and status
Calls	Call history with user, direction, number, duration, and disposition
Messages	SMS/MMS message history with type, direction, number, message, and status

Payments Tab

Click to enlarge - Complete payment history and transaction details

Shows complete payment history including:

• Payment date and time
• Status (Posted, Queued, Failed, etc.)
• Payor name
• Amount
• Payment method (last 4 digits)
• Collector credit attribution

Fees Tab

Shows fee history for the account, including:

• Date and time added
• Fee type
• Amount
• Calculation
• Pre-fee balance
• Description

Users with fee permissions can add fees or delete eligible fees. Adding a fee increases the account Current Balance and records the change in the account log.

Co-Debtors Tab

Displays additional parties on the account:

• Co-debtor name
• SSN (masked)
• Phone number
• Source of information

Use the add button to add co-debtors or click the phone icon to call.

Other Accounts Tab

Shows related accounts that may be duplicates or connected:

• Account identifiers
• Matching criteria
• Link/unlink options

Documents Tab

Manages uploaded files and generated documents:

• Date added
• Filename
• Description
• File size
• View (PDF), download, and delete options

Log Tab

Shows complete activity history:

• Timestamp of each action
• User or "System" indicator
• Description of the action

Notes Panel

Notes appear in a separate panel on the right side of the account view (not as a tab).

Adding Notes:

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

Notes display with:

• Author name
• Timestamp
• Note content

Visual Indicators

Some sub-tabs show visual indicators:

• Bankruptcy - Red icon when debtor has active bankruptcy
• Deceased Info - Red icon when debtor is marked deceased

Tab Navigation

• Click any tab to switch views
• The active tab is highlighted
• Tabs load content when first selected

Debtor Sub-Tab Details

Phone Numbers

Click to enlarge - Phone number management

Each phone number includes:

• Type - Primary, Cell, Home, Work, etc.
• Number - The phone number
• Description - Optional notes
• Status - Good Number, Wrong Number, Disconnected, etc.
• Source - File import, Manual entry, or External

Click the phone icon to initiate a call, or the mobile icon to start an SMS message to that number. To change the number shown as the account header's Primary Phone, use the pencil icon next to Primary Phone and choose Set as Primary in the Select Primary Phone dialog.

Addresses

Click to enlarge - Primary and alternate addresses

Each address includes:

• Type - Primary, Billing, Alternate, Unknown, Previous, Business
• Full Address - Street, city, state, zip
• Status - Verified, Unverified, or Returned Mail
• Source - Where the address came from

References

Click to enlarge - Personal and professional references

Reference information includes:

• Reference type
• Name
• Phone number
• Source

Bankruptcy

When applicable:

• Case number and chapter
• Filing and discharge dates
• Attorney information
• Court details

Attorney

Click to enlarge - Legal representation details

Legal representation details:

• Attorney name
• Contact information (address, phone, email)
• Toggle for "All communications to attorney"

Deceased Info

Click to enlarge - Estate and deceased account information

Mortality information:

• Date of death
• Verification status
• Verification date
• Verification method

Editing Data

All editing is done through dialog boxes:

1. Click the edit button or pencil icon
2. Modify values in the dialog
3. Save changes

Permissions

Edit and delete buttons appear based on your role permissions. Some users may have view-only access to certain tabs.

Troubleshooting

Tab not loading:

• Refresh the browser
• Check your internet connection
• Contact support if issue persists

Missing tabs:

• Some tabs only appear when relevant data exists
• Check your permissions with your administrator

Can't edit in tab:

• Verify you have edit permissions
• Ensure the account is assigned to you

Related Topics

• Account Details - Overview of account structure
• Debtor Information - Managing debtor data
• Payment Processing - Recording payments
• Fee Management - Posting account fees