View Debtors

1. From the Main Menu click Debtors:

2. Move the mouse over View Debtors and click this option:

3. The first debtor will appear (alphabetically by Last Name):

To navigate through the debtors there are several buttons to assist:

a. - first debtor (alphabetically by Last Name)

b. -  one debtor previous (alphabetically by Last Name)

c. -  next debtor forward (alphabetically by Last Name)

d. -  last debtor  (alphabetically by Last Name)

If there are a large number of debtors in your system, it may be more efficient to use the following:

e.  - provides several different debtor lookup methods

Enter one of the following and click to locate a particular debtor

i.  Nine-digit SSN 

ii.  Account Number

iii. Last Name and/or First Name

4. Once the desired debtor is located there are several additional functions:

a. - displays all comment entries entered on a particular debtor

A sample Comment:

Options for Comments:

• - to add a new comment
• - allows for modification to the existing highlighted Comment
• - permanently removes the existing highlighted Comment
• - prints the Comments

 

 b. - displays the audit trail of all transactions associated with this debtor

A sample History:

 Options for History:

• - prints the History transactions
• - aborts the History view and returns to the Debtor information

c. - prints a detailed report on the debtor, including Comments and History  

d. - returns to the Main Menu