Step 1

From the Tree Menu, search for the Collection Workdesk function, and then click on the function.

Step 2

Click once on the 'Generate' button located at the bottom of the screen, below the 'Overview' and 'Chart' sections.

Step 3

System will display the Work Overview Pop-Up Screen pop-up window. Proceed to select the search criteria filters to retrieve list of delinquent account at the <Accounts List for Tele-Collector> sub-panel.

Note: Click on the button to discard inputted data.

Step 5

System will display the list of delinquent accounts at the sub-panel.

Step 4

Mouse over each relevant debt collection case (delinquent account) record, and then click once on the related in order to select the account to be tagged 'as assignment' to 'Tele-Collectors' for actions and for the related accounts list generation.

Step 5

Thereafter, click once on the button at the bottom to generate the related accounts list generation in excel format.