Skips

Click to enlarge - Skips account-list view

Overview

The Skips view identifies accounts that have been marked as Skip accounts. These accounts usually need skip tracing: finding updated contact information when the current phone, address, or email details are not enough.

Accessing Skips

To view accounts marked as Skips:

1. Open the account-list view selector
2. Select Skips
3. The account list filters to accounts whose account type is Skip

What Makes an Account a "Skip"

An account is usually marked as a skip when:

• All known phone numbers are disconnected or wrong
• Mail has been returned as undeliverable
• The debtor cannot be reached at known addresses
• Contact information is outdated or invalid

Working Skip Accounts

When you identify an account that needs skip tracing:

1. Open the account
2. Use the toolbar status menu
3. Select Set as Skip
4. Confirm the prompt
5. The account appears in the Skips view

If the account is already in Skips, the same toolbar action changes to Remove From Skips.

After marking the account:

1. Use skip tracing services or internal research to locate new contact information
2. Update the debtor's phone numbers, addresses, email, or related details
3. Remove the skip designation once valid contact information is available

Best Practices

• Document all failed contact attempts before marking as skip
• Note which numbers/addresses have been tried
• Update accounts promptly when new information is found
• Prioritize high-balance skip accounts

Related Topics

• Good Numbers - Accounts marked as good-number accounts
• Account Management - Managing account information
• All Accounts - Complete account list