Manage Accounts

The Manage Accounts feature provides administrators with tools to search, filter, and perform bulk operations on accounts across the entire system.

Filter to five accounts, select all, exclude one, change four to First Attempt, and verify the excluded account stays unchanged.

Click to enlarge - Account management search and results interface

Accessing Manage Accounts

1. Navigate to Administration in the main menu
2. Under Accounts, select Manage

Search and Filter

Quick Search

Use the search field to find accounts by File Number. Enter a file number and the account list refreshes with matching records.

Filter Options

Click Add Filter to access advanced filtering. Active filters appear as chips above the results:

Filter	Description
Assigned To	Filter by collector assignment
Status	Filter by account status (multi-select)
Client	Filter by client
Portfolio	Filter by portfolio (multi-select)
Current Balance	Filter by balance range (between two values)
Last Work Date	Filter by last worked date
Import	Filter accounts from a specific import when opened from an import context
Debtor	Filter by debtor conditions such as deceased, bankrupt, attorney, phone, address, employer, reference, or multiple-account status
Debtor State	Filter by debtor state (multi-select)
Payments	Filter by payment status: None, Queued, Posted, Declined, or Charged Back
Payments Date	Filter by payment period, including Today, Yesterday, Last 5/30/60/90/180 Days, or Between
Payment Transactions	Filter by the number of declined transactions in a row
Custom Fields	Filter by custom fields marked searchable/filterable

Using Filters

1. Click Add Filter to open the filter dialog
2. Choose a filter type and set its criteria
3. Click Add
4. Active filters display as chips above the results
5. Click a chip to edit that filter
6. Click the X on a chip to remove that filter
7. Click Clear All to reset all filters

Search Results

Results Display

The results table shows:

Column	Description
Select	Checkbox for bulk operations
File Number	Clickable to open account
Client	Client name
Portfolio	Portfolio name
Account	Account number
Debtor	Primary debtor name
Status	Current account status
Current Balance	Amount owed
Assigned To	Collector name

Optional Columns

Click the column selector to add more columns:

• Creditor
• Last Worked
• Last Payment Amount
• Last Payment Date
• State
• Declined Transactions

Sorting

Click any column header to sort by that column. Click again to reverse the sort order.

Bulk Operations

Select accounts and use the toolbar buttons for bulk actions:

Action	Description
Assign To	Reassign selected accounts to collectors
Change Status To	Update status for selected accounts
Schedule Emails	Queue emails for selected accounts
Schedule Text Messages	Queue SMS for selected accounts
Export	Download selected account data

Selecting Accounts

Individual Selection:

• Click the checkbox next to each account

Select All:

• Click the header checkbox to select all accounts matching your current filters
• When using Select All, you can uncheck individual accounts to exclude them

Selection Counter

The toolbar displays your selection count (e.g., "Selected 50 of 1,234 Accounts").

Opening Accounts

Click the File Number link to open an account's full detail view.

Bulk Operations Details

Assign To

See Mass Reassignment for detailed instructions on:

• Assigning to multiple collectors
• Setting account counts per collector
• Payment crediting options
• Unassigning accounts

Change Status

See Bulk Status Change for detailed instructions on:

• Selecting the new status
• Processing large batches

Export

See Export Accounts for detailed instructions on:

• Selecting columns to export
• Masking sensitive data
• Using export templates

Best Practices

Efficient Searching

• Use specific filters to narrow results before selecting
• Apply filters before using Select All
• Verify selection count before bulk operations

Before Bulk Actions

• Double-check your filter criteria
• Verify the selection count matches expectations
• Test with a small batch first for new operations

Troubleshooting

No Search Results

• Check spelling in search terms
• Verify filter criteria isn't too restrictive
• Clear all filters and try again
• Check your permissions

Bulk Operation Errors

• Review error messages for specific issues
• Check account statuses
• Verify permissions
• Process smaller batches if needed

Related Topics

• Bulk Operations - Detailed bulk operations guide
• Mass Reassignment - Collector assignment workflows
• Bulk Status Change - Status change instructions
• Export Accounts - Export configuration
• Import Accounts - Bulk account creation