Activity Dialog

The Action dialog is used to record the results of a collection action (e.g., results of an outbound call) or initiate a collection action (e.g., send a correspondence) on an account.  The title bar of the Action dialog displays the activity being recorded.  The CACS Enterprise Browser customizes the dialog and corresponding fields based on the requested action and the user’s capability level.  The user enters activity details, promise arrangements, free-format permanent notes pertaining to the action, and correspondence sent/transaction generated.  The Action dialog contains an Activity Details section and three hyperlinks: Promise, History Text, and Correspondence/ Transaction, or the user may scroll down to the desired fields.  Once the user finishes entering all action details, the user selects either the Submit or the Submit & Next push-button (available when in work list processing mode only).