Navigation Basics
This guide explains how to navigate through the DebtRecoup interface and move between different areas of the system.
Moving Between Accounts
Using Navigation Arrows
- Previous Account: Click the left arrow button
- Next Account: Click the right arrow button
- Account Counter: Shows your current position (e.g., "1 of 50")
Direct Navigation
- Search: Click the search button to open the search dialog
- Account Lists: Select an account row in a list dialog and click Open
Account List Views
The account-list view selector groups account views by purpose:
| Group | Options |
|---|---|
| Views | All, New Accounts, Good Numbers, Skips |
| Work Management | Hot List, Calendar, Call Backs, Work By, By Payments, AI |
The AI option is visible as a disabled placeholder.
Collecting Top Bar
When you are on Collecting, the top navigation includes a Summary button. Use it to open the Collector Summary, which shows your assigned account counts and attributed payment activity for the current month and year.
Search Functionality
Using Search
- Click the search button in the navigation bar
- Select the search type from the dropdown
- Enter your search term
- Press Enter, or pause briefly while DebtRecoup searches automatically
- Select one or more results and click Open
Search Options
| Search Type | Description |
|---|---|
| All | Search across all fields |
| File Number | Search by file number |
| Account Number | Search by account number |
| Debtor Name | Search by first, last, or full name |
| Phone Number | Search by phone number |
| Email Address | Search by email |
| Social Security Number | Search by social security number |
| Custom Field | Search configured account custom fields, when available |
Account Detail Tabs
Click tabs at the bottom of the account view to see different information:
Primary Tabs:
- Debtor - Complete debtor information
- Custom Fields - Organization-specific data
- Communication - Call logs, emails, and messages
- Payments - Payment history and schedules
- Fees - Account fee history and Add Fee action when permitted
- Co-Debtors - Additional responsible parties
- Other Accounts - Related accounts for this debtor
- Documents - Uploaded files and documents
- Legal - Legal information when enabled
- Log - Account activity history
Within the Debtor Tab:
- Phone #s, Employer, Addresses, References, Bankruptcy, Attorney, Deceased Info
Keyboard Shortcuts
DebtRecoup does not provide global account-navigation keyboard shortcuts. Standard dialog and form behavior applies:
| Shortcut | Action |
|---|---|
| Escape | Close modal windows |
| Enter | Execute search (when in search dialog) |
| Ctrl/Cmd + Enter | Save note (when editing a note) |
| Tab / Shift+Tab | Move between form fields |
Modal Windows
Many actions open modal windows (dialogs):
- Opening: Click the action button
- Closing: Click Cancel, the X button, or press Escape
- Saving: Click the Save or Send button
Navigation States
Loading Indicators
- Progress Bar: Shows when data is loading
- Disabled Buttons: Indicate an operation is in progress
Notifications
- Toast Messages: Appear briefly to confirm actions or show errors
Troubleshooting Navigation
Can't find an account:
- Check the current account-list view
- Verify search spelling
- Try different search types
- Check if the account is assigned to you
Slow navigation:
- Clear browser cache
- Check internet connection
- Reduce open browser tabs
- Contact support if persistent
Related Topics
- Interface Overview - Understanding the layout
- Account Lists - Working with different views