IN PROGRESS

Agent

Search

In the next section the Agent can look for registered clients in the system and event scheduled.

Open

Debt ID: ID number designated for the debt in the system.

Name: Client's nam

Doc Type: Indicates de client's document type.

Document: Client's document number.

Country: Filter by Country

City: Filter by City

Telephone: Filter your search by telephone number. The search will look into the three telephone numbers of each client.

My Portfolio: It will search just for the clients that are assignated to that Agent.

Completed: Will search into the completed cases.

Pending for Managment: Filters for the cases that are not managed yet.

Records: Number of records found.

Search Button: Applies the filters and makes the search.

Clean Button: Cleans the filters applied.

Manage Button: In order to manage a case, this last one must be selected and then press the Manage button, it will re direct you to the Debt section. To know more about this section, please visit DEBT LINK

Return to Supervisor: Returns the case to the Supervisor, taking out this case from the Agent's Portfolio.

Contact Time: Searches for a scheduled event.

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.

Open

Debtor Detail

Porfolio: Indicates to which Portfolio this case belongs to.

Document: Will appear the client's type of document and this one

Name: Client's name

Email: Client's Email.

Address: Client's address

City: Client's residence city

Country: Client's residence Country

Telephone: Will allow to register three different telephone numbers. The Agent will be able to simply and fast call the client by clicking on the telephone button located next to each three of them.

Brand by Objective: MISSING DATA

Observations: Observations detailed by the Agent.

Deceased: If the client is deceased or not.

Debt

Currency: Type of currency the client agreed to pay with

Total Debt: Total amount of the debt

Number of Fees: Number of fees the client agreed to divide the debt

Amount per Fee: Amount of each fee

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

Payed Amount: Amount that the client already paid

Product: Detail of the product

Debt: Amount that the clients still needs to pay

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

Management Button: Will take the agent to the Management section. To know more about this, please follow MANAGEMENT LINK

Promise Button: Transports the Agent to the promise section. To know more about this, please visit PROMISE LINK

Return Button: The debt will no longer appear modified, every change made will be reversed.

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.

Typology: The Agent must select a typology for the Management. (* Must Fill)

Comment: A comment about the management must be added (* Must Fill)

Future Contact: Date scheduled for future contact with the client.

Finish: Finishes the managements made for the client.

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

Portfolio ID: MISSING DATA

Document: Client's document number

Amount: Amount that the client needs to pay

Currency: Type of currency used

Payment Date: Date the client made the payment

Observations: Payment observations 

Save Button: Saves the payment and updates the table on the right, adding the new payment registry.

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

Amount: Amount the client needs to pay

Amount Paid: Payed amount

Status: Payment promise status

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

Doc Type: Indicates the clients document type

Document: Clients document number

Product: Products name

Country: Apply filter by Country

City: Filter by City

Telephone: Searches by clients telephone number, incluiding the additional telephone numbers the client has registered

Advisor: Filter by the clients assigned to a certain Agent

Criteria: This list can be created and added to this list on the LINK ASSIGNATION

Without Assignment: If this is checked, the search will be made on the clients that are not assigned to any Agent yet

Registries: Indicated the total of regisitries found

Search Button: Applies the detailed filters and initialices the search, the resullts will unfold on the table below.

Clean Button: Cleans the filters detailed.

Manual Assignation Button: Having selected an Agent from the Agents list on the right and a certain client from the results list, by clicking this button, the client will be assigned to the Agent and the table will get updated.

Automatic Assignation Button: Every registry that is on the results table will get automatically assigned to the selected Agent

Disable Manualy Button: Deletes the client from the portfolio and the data base

General Deactivation Button: Every registry on the result table will be deleted from the portfolio and the data base

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

Registries: Total number of portfolios uploaded

CSV Format: Automatically a .csv file will downloand, indicating the format that the actual .csv file that the Supervisor will upload must have. When a date is required, this one must have the follwoing format YEAR-MONTH-DAY

Delete Portfolio/Payments/Clients: The selected portfolio selected will be deleted

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.