Memo Type Summary

Screen ID:  ICOLD-02
Screen Title: Memo Type Summary
Panel ID: 3909
Tool Number: 229
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Access this screen by selecting Memo Summary (F13) from the Collections Summary screen.

Use this screen to view an online summary how many times each Memo Code has been recorded for a selected branch, Tracker Type, or Collector for a specific time period. Initially designed for collectors to allow the Collections Manager to review progress on collections, this screen can be used to show progress on any Tracker Type. The screen will list any Memo Type codes that has been recorded on a Tracker conversation during the selected time period.

Use the Branch, Tracker Type and Collector filters to select only the data you wish to view, for example, only view data for a specific branch (based on Member Branch) or a specific collector (to view the activity at this specific location). How many skip trace, promise to pay, transfer payment or left message are your collectors recording during a selected time frame? Are these numbers what you would expect from your staff?