Customer View

The Customer View tab displays all associated accounts related to a specific accountholder. A green highlight on this tab indicates that there are associated accounts available to be viewed.  This view contains three main sections, allowing the user to understand the full relationship before initiating collections activities.  The three sections are:

• Accounts in Treatment

• Other Accounts

• Customer Profile

The Accounts in Treatment area presents information on accounts currently in collections.  If the user has access authority for an account, the account number will be hyperlinked.  A white diamond preceding the account number indicates the account is in collections and CACS Recovery Accounting.

The Customer View tab also provides a list of the primary accountholder’s accounts that are not in collections treatment in the Other Accounts area.  The accounting system can pass information for up to 10 non-treatment accounts including account name and two label / data element pairs.  These accounts may include credit accounts that are not in treatment, deposit accounts, or others, e.g., investment accounts.  

At the bottom of the Customer View tab, the CACS Enterprise Browser displays fields to describe the overall customer relationship including how long the customer has had a relationship with the credit-granting organization, the customer’s value and risk to the institution, and the recommended action to take on the account in the Customer Profile area.

The top portion of the view provides a summary of all the accounts that a customer has in collections.  Use the Get Next drop down list to bring up additional records for the customer, if they are available.

Follow these steps to record history for selected (or all) accounts:

1. Click the check box next to the account for which to record history text.

2. Click the All check box to select all accounts to record history text.

3. The Add History Text dialog box displays with the appropriate account numbers selected.

4. Enter the history text you wish to record.

5. Click Submit to record the history text, or Cancel to end the request without saving changes.

Follow these steps to perform an action on the account:

1. Click the check box next to the account(s) for which to perform the action.

2. Select the Collector Action to perform from the Collector Actions drop down list.

3. Record pertinent information in the corresponding Collector Action dialog box.