Daily Contact List can be found on the Collections Reports menu (4-4-3). This allows you to view or print a listing of collection contacts in detail or summary. You can report on a range of next contact dates and contacts that have made payments on their AR balance or not.
Location: 4 Collections> 4 Reports> 3 Daily Contact List
Filename: CORP003
Rev 15 Changes
An option was added to the report to skip records if a contact was made after the next contact date. The new prompt is: “Include Contacts Which Have Been Contacted After The Next Contact Date (Y/N)”. See screen sample below. For example, ABC Company has a contact record on 1/2/03 with a next contact date of 1/29/03. They have another contact record for 1/29/03 with a next contact date of 2/10/03. This report is run for a next contact date range of 1/29/03 to 1/29/03. If the operator answered the new prompt with N for no, the contact for ABC Company will not print. This is because a contact was made after 1/29/03. If the operator answered Y for yes to this new question, the contact for ABC Company will print because the report will not check for contacts made after 1/29/03.
An option was also added to the report to exclude contacts that do not have any past due AR over a certain number of days old. The new prompt is: “Exclude Contacts Which Have An AR Balance Under A User Defined Number Of Days Past Due (Y/N)”. If the operator chooses Y for yes, the report will ask “Enter Number Of Days”. This will default to 50 days, but can be overridden.
The heading of the report was also improved to print how the operator answered the prompts. Changes where also made to how the prompts work. There was a problem with the ending next contact date not defaulting to what was entered in at the beginning contact date. This has been corrected.
The total number of contacts printed on the report will now print at the end of the report.
