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Agent
Search
In the next section the Agent can look for registered clients in the system and event scheduled.
Debt ID: ID number designated for the debt in the system.
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Payment Promise: Will search for a payment promise by the date picked.
Debt
This section get available once the Agent clicks on the Manage button.
Debtor Detail
Porfolio: Indicates to which Portfolio this case belongs to.
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Deceased: If the client is deceased or not.
Debt
Currency: Type of currency the client agreed to pay with
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On the top part, next to the title, the user can find arrows to the sides, this ones surveys the different debts from the clients.
Management
This area get available when the Agent clicks on the Management button on the Debt section.
On the top right corner will indicate to which portfolio the debt belongs to.
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Save: Saves the management and adds it to the list on the right.
Payments
This area get available when the Agent clicks on the Payments button on the Debt section.
Payment ID: MISSING DATA
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Clean Button: Cleans the detailed boxes.
Promise
The following area get available when the Agent clicks on the Payments button on the Debt section.
Date: Arranged date for the promise
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Save Button: Saves the promise and updates the table on the right, adding the new payment registry
Supervisor
Assignations
The Supervisor is able to assign clients to different Agents and manage portfolios from this section, using many available filters.
Name: Filters by clients name
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Portfolio Deactivation Button: The selected client will be not assigned to the actual Agent
Bases
In the following area, the Supervisor is able to upload different data bases to the system.
Upload Portfolio/Payments/Clients: The Supervisor can upload .csv files
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Export Portfolio/Payments/Clients: A .csv file will download showing the portfolio selected
Calendar
On this section the Supervisor can see every scheduled event on the system.
Parameters
The Supervisor can create different parameters that later on can be seen on its correspondent area.
Permissions
From here the Supervisor can control who has certain permissions and not. An Agent with permissions can see and activate parts that others cannot.
Assignment Criteria
The Supervisor can create different criteria for the Assignment area.
