Interface Overview
Understanding the DebtRecoup Interface
The DebtRecoup interface displays account information and provides access to various functions through different sections.
Interface Sections
1. Top Navigation Bar
The top bar contains your primary navigation and quick access tools:
Left Side - Logo
- DebtRecoup logo links to the home screen
Right Side - Icon Buttons
- Dark/Light Mode - Toggle between dark and light themes
- Feedback - Submit feedback about the application
- Notifications - System alerts and updates (badge shows unread count)
- Collecting - Navigate to the collecting view
- Management - Access management features (supervisors and above)
- Analytics - Access reporting and analytics features
- Documentation - Link to documentation site
- Profile - View and edit your profile
- Administrator - System configuration (supervisors and above)
- Logout - Sign out of the application
Account Navigation
- Filter Dropdown - Select account list view (All, New Accounts, Hot List, Call Backs, etc.)
- Account Counter - Shows your position (e.g., "1 of 450")
- Navigation Arrows - Move between accounts quickly
2. Action Toolbar
Quick access buttons for common actions:
- Set as Good Number / Set as Skip - Mark account contact type
- Work Date - Set when to work this account next
- Alert - Create important reminders
- Email - Send debtor communications
- Message - Send text messages
- Callback - Schedule a follow-up call
- Log Call - Record call outcomes and dispositions
- Take Payment - Process a payment
- Set Hot - Mark as high priority
The toolbar also displays the current account status badge, which you can click to change.
3. Account Information Cards
The main content area displays account data in three information cards:
DEBTOR INFO Card
- Debtor Name (with edit option)
- Social Security Number
- Birth Date & Age
- Time Zone (with current local time)
- Primary Phone Number (with click-to-call)
- Primary Address
- Email Address
ACCOUNT IDENTITY Card
- File Number
- Account Number
- Client & Portfolio
- Creditor
- Type of Debt
- Assigned Collector
ACCOUNT SUMMARY Card
- Current Balance
- Original Balance
- Paid to Date
- Principal Amount
- Date Opened (with days ago badge)
- Date Charged Off
- Last Payment Date (with days ago badge)
- Last Worked Date (with days ago badge)
4. Notes Panel
The right side of the interface shows a notes panel:
- + Note button to add new notes
- Chronological list of collection notes
- Each note shows author, date/time, and content
5. Account Detail Tabs
The bottom section contains tabs for different aspects of the account:
Primary Tabs
- Debtor - Complete debtor information
- Custom Fields - Organization-specific data
- Communication - Call logs, emails, and messages
- Payments - Payment history and schedules
- Co-Debtors - Additional responsible parties
- Other Accounts - Related accounts for this debtor
- Documents - Uploaded files and documents
- Log - Account activity log
Within the Debtor Tab (Quick Access)
- Phone #s - All phone numbers on file
- Employer - Employment information
- Addresses - All addresses on file
- References - Contact references
- Bankruptcy - Bankruptcy status and details
- Attorney - Legal representation info
- Deceased Info - Deceased debtor information
How the Interface Works
Dynamic Content
The interface is highly dynamic:
- Clicking the filter dropdown changes which accounts you see
- Clicking account tabs changes the detail view for the current account
- Quick action buttons open modal windows for specific tasks
- Notes panel updates in real-time
Visual Indicators
- Green phone icons - Click-to-call buttons for valid numbers
- Greyed phone numbers - Disconnected or wrong numbers
- Status badge - Current account status (click to change)
- Days ago badges - Visual indicators for dates (e.g., "23 days ago")
- Notification badges - Red badges show unread counts
- Edit icons - Pencil icons indicate editable fields
Information Flow
- Select accounts using the filter dropdown and navigation arrows
- Review account information in the three cards
- Use action toolbar for immediate tasks
- Dive deeper with account detail tabs
- Document activities using notes and the Log Call feature
Common Questions
Q: Why can't I edit certain fields? A: Some fields are system-calculated or locked for data integrity. Look for the pencil icon on editable fields.
Q: What do the different account lists show? A: Use the filter dropdown to select different views - Call Backs shows scheduled callbacks, Hot List shows marked accounts, New Accounts shows recently added accounts.
Q: What's the difference between Notes and Log Call? A: Notes in the panel are for general collection activities. Log Call specifically records phone call outcomes with dispositions that can trigger automations.
Q: What do the "days ago" badges mean? A: These badges show how many days have passed since important events (last payment, last worked, date opened) to help you quickly assess account activity.
Next Steps
Now that you understand the interface layout:
- Learn Navigation Basics
- Explore Account Lists
- Try Common Workflows