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 visual monthly view of accounts with scheduled work dates. It helps collectors see their upcoming workload and access accounts scheduled for specific dates.
Accessing the Calendar
To open the calendar:
- Click the Calendar button in the top navigation
- The calendar modal opens showing the current month
- Dates with scheduled work show account counts
Calendar Interface
Month Navigation
- Use the left/right arrows to move between months
- The current month and year are displayed at the top
- Click a date to view accounts scheduled for that day
Date Display
- Each day shows a badge with the number of scheduled accounts
- The currently selected date is highlighted
- Click any date to see the account list for that day
Account List
When you select a date, the right panel shows:
| Column | Description |
|---|---|
| Work Date | The scheduled date |
| File Number | Account identifier |
| Debtor | Debtor name |
| Client | Client name |
| Portfolio | Portfolio name |
| Current Balance | Account balance |
Working with the Calendar
Daily Planning
- Open the calendar at the start of your day
- Click today's date to see scheduled accounts
- Click any account row to open the full account view
- Work through your scheduled accounts
Viewing Past Dates
Use the "from before to today" option to see accounts with work dates from the past through today. This helps identify overdue follow-ups.
Navigating to Accounts
Click any account row in the calendar list to:
- Open the full account view
- Review account details
- Take required actions
- Update the work date if needed
Related Topics
- Scheduling Overview - How scheduling tools work together
- Work By List - List view of work dates
- Setting Work Dates - How to set dates
- Call Backs - Time-specific callbacks
- Hot List - Priority accounts