Debtor Information

Overview

Debtor information forms the foundation of effective account management in DebtRecoup. This section covers how to view, update, and manage debtor-related data.

Edit a debtor email address, save the change, and verify the recorded activity in the Log tab.

Debtor Tab Overview

Click to enlarge - Complete debtor information display

The Debtor tab displays primary contact information and contains sub-tabs for detailed data management.

Personal Information

Core Fields

The system tracks essential debtor information:

Field	Description
Name	Title, first name, middle name, last name
SSN	Social Security Number
Date of Birth	With automatic age calculation
Email	Primary contact email
Time Zone	Auto-detected from zip code, shows live clock

Names are stored in uppercase format.

Editing Personal Information

Click the pencil icon next to any editable field to open the edit dialog:

• Name editing allows changing title, first, middle, and last name
• SSN can be updated with proper permissions
• Birth date uses a date picker
• Email is a simple text field

Phone Numbers

Phone Management

Navigate to Debtor tab > Phone #s sub-tab to manage phone numbers.

Each phone number includes:

Field	Options
Type	Primary, Alternate, Home, Work Phone, Business Phone, Cell Phone, Relative, Near By, Other
Number	The phone number
Description	Optional notes about the number
Status	Good Number, Wrong Number, Disconnected, Other
Source	File (imported), Manual (user entered), External

Adding a Phone Number

1. Click the add button in the Phone #s sub-tab
2. Select the phone type
3. Enter the phone number
4. Set the status
5. Add optional description
6. Save

Calling a Phone Number

Click the phone icon next to any number to initiate a call (if telephony is configured). Click the mobile icon to start an SMS message to that number.

Choosing the Primary Phone

The account header shows the debtor's Primary Phone with call and edit actions.

To change the primary phone:

1. Click the pencil icon next to Primary Phone in the account header.
2. Review the Select Primary Phone dialog.
3. Click Set as Primary on the phone number that should become primary.

The selected phone becomes Primary and the previous primary phone is changed to an alternate phone. Primary phones must use the Good Number status.

Addresses

Address Management

Navigate to Debtor tab > Addresses sub-tab.

Each address includes:

Field	Options
Type	Primary, Billing, Alternate, Unknown, Previous, Business
Address	Full street address
City, State, Zip	Location details
Status	Verified, Unverified, Returned Mail
Source	Where the address originated

Adding an Address

1. Click the add button in the Addresses sub-tab
2. Select the address type
3. Enter address details
4. Set the status
5. Save

Employment Information

Current Employer

Navigate to Debtor tab > Employer sub-tab.

Employer information includes:

• Employer name - Company name
• Address - Full work address
• Primary phone - Main employer contact
• Secondary phone - Alternate contact
• Email - Employer email

The Debtor record also has a simple "Employed" checkbox and Job Title field shown in the main debtor info.

References

Managing References

Navigate to Debtor tab > References sub-tab.

Reference information includes:

• Type - Relationship type (free text)
• Name - Reference's full name
• Phone - Contact number
• Source - How the reference was obtained

Special Circumstances

Attorney Representation

Click to enlarge - Legal representation information

Navigate to Debtor tab > Attorney sub-tab.

When a debtor has legal representation:

• Attorney name - Representing attorney
• Address - Law firm address
• Phone numbers - Primary and secondary
• Email - Attorney email
• All communications to attorney - Toggle to route all contact through attorney

Bankruptcy

Navigate to Debtor tab > Bankruptcy sub-tab.

Bankruptcy information includes:

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

Deceased Accounts

Click to enlarge - Deceased account details

Navigate to Debtor tab > Deceased Info sub-tab.

Mortality information includes:

• Date of death - When the debtor passed
• Verified - Whether death has been confirmed
• Verification date - When verification occurred
• Verification method - How death was verified

Updating Information

Edit Process

1. Navigate to the appropriate sub-tab
2. Click the edit button or pencil icon
3. Update values in the dialog
4. Save changes

Adding New Records

1. Navigate to the appropriate sub-tab
2. Click the add button
3. Fill in the required fields
4. Save the new record

Deleting Records

1. Select the record to delete
2. Click the delete button
3. Confirm deletion

Delete options appear based on your role permissions.

Status Tracking

Different types of information have specific status options:

Addresses:

• Verified
• Unverified
• Returned Mail

Phone Numbers:

• Good Number
• Wrong Number
• Disconnected
• Other

Activity Logging

Account changes are logged in the Log tab showing:

• When - Timestamp of the action
• Who - User who made the change
• What - Description of the action

Data Quality Best Practices

• Verify information during contact with debtor
• Update contact information immediately when changes are discovered
• Mark bad phone numbers and addresses with appropriate status
• Document information sources in notes

Troubleshooting

Can't edit information:

• Check that you have edit permissions
• Verify the account is assigned to you
• Some fields may require specific roles

Validation errors:

• Check format requirements (phone numbers, SSN)
• Ensure required fields are filled
• Review error messages for guidance

Missing information:

• Check all sub-tabs for existing data
• Review account notes for historical information
• Consider skip tracing for outdated contact info

Related Topics

• Account Tabs - All available tabs
• Skip Tracing - Finding information