Debt ID: ID number that a debt is registered with in the system

Name: Client's name

Doc Type: Indicates the type of document the client is registered under

Document: Client's document number

Country: Filter clients by Country

City: Filter clients by City

Telephone: Filter the search by telephone numbers. The search will look into the three  telephone numbers one client can have

My Portfolio: The search will be made just inside the agents Portfolio with the clients she/he has assigned

Completed: It will just search for the completed cases

Pending for Management: It will search for the cases that have a pending state
Records: Number of records that where found and appear on the table below

Search Button: Applies the filters and makes the search

Clean Button: Cleans all the filters detailed

Manage Button: In order to manage a case, this one must be selected from the list and then by pressing this button, the Agent will be taken to the Debt section. To know more about this section, visit Debt

Return to Supervisor: Returns this case to the Supervisor, meaning that this case wont be assigned to that Agent anymore, so wont appear on her/his Portfolio

Contact Time: The Agent can search for an event by date

Payment Promises: A Payment Promise scheduled can be search by date

Portfolio: Indicates the Portfolio ID number

Document: Will appear the type of document and the number

Name: Client's name

Mail: Client's Email

Address: Client's recidence address

City: City where the client lives

Country: Client's Nationality

Telephone: SThree different telephone numbers can be defined. Next to each of the numbers there is a telephone button, when clicked, the agent will automatically call the client, this facilitates the Agent to contact the client in a fast way

Observations: Observations that the Agent made about the client

Deceased: If the client is deceased or not

Currency: Currency type of the debt

Total Debt: Total debt amount

Amount of Fees: Amount of fees that the client agreed to divide the debt

Fee Amount: Amount for every fee

Payments Made: Shows the number of payments already made by the client

Payed Amount: Paied amount by the client

Product: Detalle del producto adeudado

Debt: Monto que el cliente debe pagar aun

Payments Button: Will take the agent to the Payments section. To know more about this section, please visit Payment

Management Button: Will take the Agent to the Management section.  To know more about this section, please visit Management

Promise Button: Will take the Agent to the Promise section.  To know more about this section, please visit Promise

Return Button: The debt will go back to it's initial state, without any changes on the debt's amount

On the top part, next to the title, there are two arrows. With this one the Agent can go over all the client's debts.

On the top right part will indicate to which portfolio the debt belongs to.

Typology: The Agent must save the type of management that needs to be created (* Must Complete)

Comment: A comment explaining what the management is about must be added (* Must Complete)

Next Contact: Schedule a date for when this case is taking place on

Finish: Finish the managements with this client

Save: Saves the management. This one will be visible on the table to the right

Payment ID: Payment's ID number

Portfolio ID: Portfolio's ID number

Document: Document of the person that is going to make the payment

Amount: Payment amount

Currency: Type of currency used

Payment Day: Day the payment is made

Observations: Payment's observations

Save Button: Saves the payment made on the history that will appear on the table to the right

Clean Button: Cleans the detailed boxes

Date: Arranged date for the payment promise

Amount: Amount the client needs to pay for the promise

Amount Paid: Amount already paid

State: Payment Promise state

Save Button: Saves the payment promise detailed. This one is going to appear on the table to the right

Name: Filters by clients name

Doc Type: Indicates the type of document the client is registered under

Document: Client's document number

Product: Name of the product

Country: Apply filter by country

City: Filter the search by City

Telephone: Search using a telephone number, the search will look into the optional telephones of the clients

Adviser: Username of the Agent, to search for the clients that where assigned to her/him

Criteria: List with different criteria, this ones can be created on the Criteria Assignment section

Without Assignation: If the box is activated, the search will be made for those clients that are not assigned to any Agent

Records: Number of results from the search made

Search Button: Applies the filters selected and starts the search, the results from this one will appear on the table below

Clean Button: Cleans all the filters detailed

Manual Assignation Button: With the Agent already selected from the list of agents and a client from the list of results, if this button is pressed the client will be manually assigned to this Agent. If we check the table, now the adviser of this client will indicate the name of the Agent

Deallocate Portfolio: The client that is selected will not be assigned to an agent anymore

Cases: Number of customers to assign per agent

Automatic Assignment: Every record on the table will get assigned to the Agent selected

List Name: Name that the generated list will have

Dialers Combo: Lets you select the dialer to which we want to assign the list. The dialer should be Progressive.

Generate Dialer: Create the list and add it to the dialer.

Upload Portfolio/Payments/Clients: The Supervisor will upload a .csv file with the specified data

Records: Total number of uploaded portfolios

CSV Format: A .csv file will get downloaded, the first line indicates the format of the .csv file that the Supervisor will upload

Delete Portfolio/Payments/Clients: The portfolio uploaded selected from the table will get deleted

Export Portfolio/Payments/Clients: A .csv file will get downloaded with the portfolio data