Reminder Type Report

CasetrackerLaw is a “reminder” driven web based collection software system. When a collector makes a call and adds a reminder, there is a drop-down menu that gives you a selection of “reminder types” such as: Call, Money, Litigation, Profile, Waiting For Documentation…etc. Administration can create specific types by going to the “settings” section.

When this report is generated, it will display a grid that lists all the login names for the collectors added to the CasetrackerLaw system. To the right and across the top of the grid are listed the types of reminders set up by administration. Under each type you will see red numbers that signify how many reminders have that “type” of reminder.

This report is great when the administrator wants the collectors to begin their daily calls with the claims that have the reminders with the “reminder type” of Money. Or there may be claims with the “reminder type” of Discussion. The administrator can click the red number and the claim or claims with that “reminder type” will be displayed and the claim can be discussed.

We hope you find our blogs helpful…we will be covering the “settings” section soon. Visit our website to learn more or register for a brief online demo.

PS: View the “Events CLLA 2010” from the Chicago Conference held April 29th through May 2nd.