DebtRecoup

Notes and Alerts ​

Overview ​

DebtRecoup provides comprehensive note-taking and alert features to document account activity, track important information, and ensure timely follow-up on critical accounts.

Adding Notes ​

Note Modal ​

Add Note Modal
Click to enlarge - Note entry interface

To add a note:

  1. Open the account
  2. Click the Note button in the action toolbar
  3. Enter note content
  4. Click Save

Note Features ​

Note Content:

  • Free-form text entry
  • No character limit shown
  • Captures important details
  • Time-stamped automatically

Note Types:

  • Collector notes
  • System notes
  • Call notes
  • Activity notes

Note Best Practices ​

Include:

  • Contact attempts
  • Debtor responses
  • Payment discussions
  • Important observations
  • Follow-up requirements

Be:

  • Clear and concise
  • Professional
  • Factual
  • Objective
  • Complete

Setting Alerts ​

Alert Modal ​

Set Account Alert Modal
Click to enlarge - Alert configuration interface

To set an alert:

  1. Open the account
  2. Click the Alert button
  3. Enter alert details
  4. Set alert parameters
  5. Save the alert

Alert Types ​

Alerts can be set for:

  • Payment due dates
  • Follow-up reminders
  • Document expiration
  • Special handling
  • Legal deadlines

Alert Features ​

Alert Text:

  • Describe alert purpose
  • Include specific instructions
  • Note critical dates
  • Add contact requirements

Alert Timing:

  • Set trigger date
  • Configure advance notice
  • Recurring options
  • Expiration dates

Alert Visibility:

  • Pop-up notifications
  • Dashboard displays
  • Email notifications
  • Account indicators

Note Management ​

Viewing Notes ​

Notes appear in:

  • Notes tab
  • Activity log
  • Communication history
  • Account timeline

Note Organization ​

Notes are organized by:

  • Date/time stamp
  • User who added
  • Note type
  • Relevance

Searching Notes ​

Find specific notes:

  • Text search
  • Date range
  • User filter
  • Keyword tags

Alert Management ​

Active Alerts ​

Active alerts show:

  • On account open
  • In alert dashboard
  • As notifications
  • In daily summaries

Alert Actions ​

When alert triggers:

  • Review alert content
  • Take required action
  • Update alert status
  • Document completion

Clearing Alerts ​

Alerts can be:

  • Marked complete
  • Dismissed
  • Rescheduled
  • Deleted

Using Notes Effectively ​

Documentation Standards ​

Always document:

  • Every contact attempt
  • Payment arrangements
  • Disputes or complaints
  • Skip trace results
  • Legal matters

Include details:

  • Date and time
  • Who you spoke with
  • What was discussed
  • Agreements made
  • Next steps

Note Templates ​

Common note formats:

  • Call attempts
  • Left message
  • Spoke with debtor
  • Payment arrangement
  • Skip trace update

Quick Notes ​

For efficiency:

  • Use abbreviations consistently
  • Develop standard phrases
  • Keep notes brief but complete
  • Focus on facts

Alert Strategies ​

Common Alert Uses ​

Payment Monitoring:

  • Payment due tomorrow
  • Check cleared
  • Payment plan review
  • NSF follow-up

Contact Management:

  • Best time to call
  • Callback scheduled
  • Do not call times
  • Special instructions

Legal Compliance:

  • Statute expiration
  • Court dates
  • Response deadlines
  • Document requirements

Alert Priority ​

Set alert priority based on:

  • Financial impact
  • Time sensitivity
  • Legal requirements
  • Client importance

Integration Features ​

Note Integration ​

Notes integrate with:

  • Call system
  • Email system
  • Letter generation
  • Reporting tools

Alert Integration ​

Alerts work with:

  • Calendar system
  • Task management
  • Email notifications
  • Mobile apps

Compliance Considerations ​

Note Compliance ​

Notes must:

  • Be factual
  • Avoid discrimination
  • Maintain professionalism
  • Follow retention rules

Protected Information ​

Never include in notes:

  • Payment card numbers
  • Full SSN
  • Bank account details
  • Medical information

Advanced Features ​

Bulk Notes ​

Add notes to multiple accounts:

  • Select accounts
  • Enter common note
  • Apply to all
  • Track bulk actions

Alert Escalation ​

Alerts can escalate:

  • To supervisor
  • After time period
  • Based on criteria
  • Through workflow

Note Analytics ​

Track note patterns:

  • Average notes per account
  • Note quality metrics
  • Response rates
  • Resolution correlation

Best Practices ​

Daily Habits ​

  • Review alerts first
  • Document immediately
  • Be thorough
  • Stay current

Quality Focus ​

  • Write clear notes
  • Set meaningful alerts
  • Follow up promptly
  • Maintain standards

Team Coordination ​

  • Share important alerts
  • Standardize note formats
  • Cross-reference related accounts
  • Communicate clearly

Troubleshooting ​

Note not saving:

  • Check connection
  • Verify permissions
  • Try shorter note
  • Contact support

Alert not triggering:

  • Verify alert active
  • Check date settings
  • Review conditions
  • Test notification settings

Can't view notes:

  • Check permissions
  • Refresh account
  • Clear filters
  • Verify access rights
  • Notes Tab - Viewing note history
  • Work Dates - Scheduling follow-ups
  • Hot List - Priority management
  • Activity Logging - Automatic documentation

DebtRecoup is a product of Global SaaS Group.

All rights reserved.