Assigning Work

You may want to move accounts from one Collector to another or when accounts have been imported you will need to assign the accounts to the collectors so they can work them.  The Assign Work screen will accomplish this for you.  Open up Collections MAX Administrator and click on the Assign Work button in the front control panel.


You will see the assigned work screen.


Let’s go over some of the select buttons.


All Accounts Assigned If you select a collector and then hit this button you will see all the accounts assigned to this collector in the Accounts preview pane.

Accounts By Portfolio If you select a portfolio (group of accounts) and hit this button then you will see all the accounts that are related th that portfolio.

Accounts By Portfolio Assigned You can view accounts that are both assigned to the selected collector and from the selected portfolio if you hit this button.

Accounts By Status You can view all accounts in the system by a particular status if you hit this button.  A popup box will appear with a list of status’s that you created in the Administrator status types.  Select the status you want and click the OK button.


Let’s go over some of the function buttons.


Assign Account If you select a collector and then select an account and then hit this button the single account will be moved to the selected collector.

Assign Multiple Accounts If you select a collector and then enter a number in the box to the right of this button you will assign that many accounts to the selected collector.

Assign All This button will assign all accounts in Accounts preview pane to selected collector.


Credit Payments to assigned If you check this box before you assign an account then all payments from the assigned accounts will be credited to newly assigned collector.

Search Enter a file number or account number in the search accounts box and click the search button.  You can then assign the account as desired.

An easy way to assign work to your collectors would be to do the following.
1.  Select the portfolio that you want to assign work from (it will highlight in blue) and then click the Accounts By Portfolio button.
2.  Select the collector that you want to assign the accounts to in the collector box (it will also highlight in blue)
3.  Put the number of accounts that you want to assign to the selected collector in the text box next to the yellow Assign Multiple Accounts box.
4.  Click the Assign Multiple Accounts button.  The software will assign the number of accounts specified.  To assign accounts to a different collector you simply select a different collector and then click the Assign Multiple Accounts button again.

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