Path: Account->details

This part shows the ‘Kuhlekt maintained fields’, and enables them to be edited. The ‘Account status’ and the ‘Collector assigned’ are also shown.

The ‘Account status’ is a text field generated by the system to show the overall status of the account, ie; “Legal appointment”, or “PTP open”, etc.

The ‘Risk ratings’ contribute to the ‘scoring’ for the account for the ‘To-do Suggested’ list. If you are concerned about an account, the ‘Risk rating’ is used to raise the score, i.e.; you are concerned that they may not be able to pay. The ‘Risk rating’ can be set from 0-9, 9 being the highest. There is one ‘Risk rating’ for you the collector, and one for the manager.