Call Backs

Scheduling in DebtRecoup

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

Click to enlarge - Call Backs list showing scheduled callbacks

Overview

The Call Backs feature manages scheduled callbacks with debtors. Unlike general work dates, callbacks represent specific commitments to contact debtors at agreed-upon times, including both date and time.

Accessing Call Backs

To view scheduled callbacks:

1. Click the Call Backs button in the top navigation
2. The account list filters to show accounts with scheduled callbacks
3. A count badge shows the number of pending callbacks

Setting a Callback

Click to enlarge - Set Callback dialog with date, time, and comments

To schedule a callback:

1. Open the account
2. Click the Callback button in the action toolbar
3. Select the callback date
4. Select the callback time
5. Enter any comments about the callback
6. Click Save

Callback Fields

Field	Description
Date	The date for the callback
Time	The specific time to call back
Comments	Notes about the callback purpose

Working Callbacks

Preparation

Before making a scheduled callback:

• Review the callback comments
• Check the account history
• Review recent activity and notes
• Have relevant information ready

Making the Call

1. Call at the scheduled time
2. Reference the appointment if appropriate
3. Address the callback purpose
4. Document the outcome

After the Call

• Add a note documenting the conversation
• Update or clear the callback as appropriate
• Set the next action (new callback, work date, etc.)

Best Practices

Setting Callbacks

• Be specific about the date and time
• Confirm the time works for the debtor
• Add comments explaining the purpose
• Honor callback commitments

Time Management

• Block time for scheduled callbacks
• Plan for potentially long conversations
• Account for time zones when relevant

Documentation

• Note why the callback was scheduled
• Record all callback attempts
• Document outcomes thoroughly

Common Scenarios

Payment Callbacks

When a debtor says "I'll have the money Friday":

• Set callback for Friday at an appropriate time
• Note the payment promise in comments
• Follow up to confirm payment

Information Callbacks

When a debtor says "I need to check with my spouse":

• Set a reasonable follow-up timeframe
• Note what information they're gathering
• Be prepared to help when you call back

Related Topics

• Scheduling Overview - How scheduling tools work together
• Setting Work Dates - General scheduling
• Calendar - Visual scheduling
• Notes and Alerts - Documentation
• Hot List - Priority management