DebtRecoup

Calendar ​

Overview ​

The Calendar feature in DebtRecoup provides a visual interface for managing work dates, callbacks, and scheduled activities. It helps collectors organize their daily workflow and ensure timely follow-up on accounts.

Accessing the Calendar ​

Opening Calendar View ​

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

To access the calendar:

  1. Click the Calendar button in the top navigation
  2. Calendar modal opens
  3. Shows current month by default
  4. Displays scheduled accounts

Calendar Interface ​

Calendar Components ​

Month Navigation:

  • Current month displayed
  • Previous/Next arrows
  • Click month/year to jump
  • Returns to today button

Date Grid:

  • Standard monthly view
  • Week starts on Sunday
  • Current date highlighted
  • Work dates marked

Account List:

  • Shows accounts for selected date
  • Displays key information
  • Allows direct access
  • Updates dynamically

Calendar Features ​

Visual Indicators ​

Date Markers:

  • Green circle - Selected date
  • Number badge - Account count
  • Today highlighted
  • Weekend shading

Account Information: The account list shows:

  • Work Date
  • File Number
  • Debtor Name
  • Client
  • Portfolio
  • Current Balance

Moving Through Months:

  • Click arrows to change months
  • Click month name for month picker
  • Click year for year selector
  • Quick return to today

Selecting Dates:

  • Click any date to view accounts
  • Selected date highlighted
  • Account list updates
  • Shows "from before to today" option

Working with Calendar ​

Daily Planning ​

Use the calendar to:

  • Review today's work
  • Check tomorrow's schedule
  • Plan the week ahead
  • Balance workload

Managing Work Dates ​

From the calendar:

  • See all scheduled work
  • Identify overdue items
  • Plan efficient routes
  • Avoid scheduling conflicts

Account Access ​

Click any account to:

  • Open full account view
  • Review account details
  • Take required action
  • Update work date

Calendar Workflows ​

Morning Review ​

Start each day by:

  1. Open calendar
  2. Check today's accounts
  3. Review overdue items
  4. Plan call order

Weekly Planning ​

Use calendar for:

  • Reviewing week ahead
  • Balancing daily loads
  • Scheduling callbacks
  • Planning time off

Month-End Review ​

At month end:

  • Check completion rates
  • Identify missed dates
  • Plan next month
  • Clear old items

Integration Features ​

Work By Integration ​

Calendar works with Work By:

  • Same account data
  • Synchronized updates
  • Different view options
  • Complementary tools

Account Integration ​

Calendar connects to:

  • Work date setting
  • Account notes
  • Activity logging
  • Status updates

Advanced Features ​

Filtering Options ​

Calendar can filter by:

  • Portfolio
  • Collector
  • Account status
  • Balance range

Bulk Operations ​

From calendar view:

  • Select multiple dates
  • Reassign work dates
  • Clear old dates
  • Export schedules

Team Calendars ​

Supervisors can view:

  • Team schedules
  • Workload distribution
  • Coverage gaps
  • Planned absences

Best Practices ​

Scheduling Tips ​

When Setting Dates:

  • Consider time zones
  • Allow processing time
  • Avoid holidays
  • Space appropriately

Load Balancing:

  • Distribute evenly
  • Avoid overloading days
  • Plan for callbacks
  • Leave flexibility

Calendar Maintenance ​

Regular Tasks:

  • Clear completed items
  • Update moved dates
  • Review overdue accounts
  • Plan ahead

Monthly Review:

  • Analyze patterns
  • Adjust strategies
  • Improve scheduling
  • Track success

Common Scenarios ​

Payment Follow-up ​

For payment promises:

  1. Set work date for due date
  2. Allow processing time
  3. Check calendar that day
  4. Follow up if needed

Callback Management ​

For scheduled callbacks:

  1. Set specific date/time
  2. Add time to notes
  3. Check calendar
  4. Call at promised time

Recurring Reviews ​

For regular reviews:

  1. Set monthly dates
  2. Use consistent days
  3. Track in calendar
  4. Maintain schedule

Calendar Efficiency ​

Keyboard Shortcuts ​

  • Arrow keys - Navigate dates
  • Enter - Select date
  • Escape - Close calendar
  • Today - Return to current

Quick Actions ​

  • Double-click to open account
  • Right-click for options
  • Drag to reschedule
  • Shift-click to multi-select

Troubleshooting ​

Calendar not loading:

  • Check browser compatibility
  • Clear cache
  • Refresh page
  • Try different browser

Accounts missing:

  • Verify work dates set
  • Check date range
  • Review filters
  • Refresh calendar

Can't set dates:

  • Check permissions
  • Verify account status
  • Try different date
  • Contact support

Mobile Considerations ​

When using mobile:

  • Calendar adjusts to screen
  • Touch to select dates
  • Swipe between months
  • Tap accounts to open

DebtRecoup is a product of Global SaaS Group.

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