DebtRecoup

Calendar ​

Scheduling in DebtRecoup

The Calendar is one of three scheduling tools in DebtRecoup. See the Scheduling Overview to learn how Work Dates, Callbacks, and the Calendar work together.

Overview ​

The Calendar provides a monthly date picker and account table for scheduled work dates. It helps collectors see upcoming work and open accounts scheduled for specific dates.

Accessing the Calendar ​

Calendar View
Click to enlarge - Monthly calendar with work date accounts

To open the calendar:

  1. Open the account-list view selector and choose Calendar
  2. The calendar modal opens showing the current month
  3. Select today or a future date to view accounts with that work date

Calendar Interface ​

Month Navigation ​

  • Use the left/right arrows to move between months
  • The current month and year are displayed at the top
  • Select today or a future date to view accounts scheduled for that day

Date Display ​

  • The currently selected date is highlighted
  • Click today or a future date to see the account list for that day
  • Past dates are not selectable

Account List ​

When you select a date, the account table shows:

ColumnDescription
Work DateThe scheduled date
File NumberAccount identifier
CollectorAssigned collector
DebtorDebtor name
ClientClient name
PortfolioPortfolio name
Current BalanceAccount balance

Working with the Calendar ​

Daily Planning ​

  1. Open the calendar at the start of your day
  2. Click today's date to see scheduled accounts
  3. Select one or more accounts and click Open
  4. Work through your scheduled accounts

Viewing Past Dates ​

When today is selected, the list includes accounts with work dates up to and including today. This helps identify overdue follow-ups.

Select one or more accounts and click Open to:

  • Open the full account view
  • Review account details
  • Take required actions
  • Update the work date if needed

DebtRecoup is a product of Global SaaS Group.

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