All Active Tickets
Welcome to the Active Tickets Screen!
This screen allows you to categorize and select the specific type of collection tickets you want to manage. It streamlines the selection process, ensuring you can quickly choose the category that aligns with your task.

For more information what each of the available collection ticket statuses mean - select the link below :-
For more information on how to view a managerial summary of collection tickets, select the link below :-
Getting Started - Actioning A Collection Ticket
Users typically aim to locate a specific overdue installment and take action in an attempt to collect it. This process is known as "actioning a collection ticket."
Step 1 - Select a Category
A ticket represents an overdue installment. To find one, simply select an appropriate category from the screen. Common starting points include "Action Overdue" or "New Today", which help identify relevant tickets quickly.

Step 2 - Select an Instalment from the Results Table
This will take you to a table displaying the resulting tickets within the selected category.
Select an individual ticket from the results table to explore detailed information and take further action such as contacting debtors or updating ticket status.

➡️ Feature : Quick Assign or Follow Up Date
After selecting a collection ticket category from the available ticket categories, you will be presented with a table of results.

Assigned to
and Follow Up
columns in the result table.To assign a collection ticket to an operator, simply select an operator by selecting one from the dropdown of the Assigned to
column of the results table.
To set a future follow up date to a collection ticket, simply chose a date from the date picker after selecting the corresponding Follow Up column.
Step 3 - Perform a Specific Action
Once you locate a specific client's collection ticket, you'll be directed to a dedicated screen filled with useful information. This screen includes a concise summary table that clearly outlines the client's overdue status and debt details.

The Various Collection Ticket Actions
Below the Actions Table (shown above) is the Collection Ticket Actions Panel, where users can initiate various actions to recover outstanding funds.
Note: All actions performed are automatically logged in the Actions Taken Table for tracking and reference.

Let's explore the various collection ticket actions:
Select the
icon to CREATE AN EMAIL to the client.
Select the
icon to CREATE AN SMS to the client.
Select the
icon to CALL THE CLIENT.
Select the
icon to CREATE A FOLLOW UP.
Select the
icon to ASSIGN TO A USER.
Select the
icon to ASSIGN TO A BRANCH.
Select the
icon to CHANGE THE STATUS of the collection ticket.
Closing / Updating the status of a collection ticket
As a user with collection rights, you have the authority to close a ticket when appropriate. Understanding the different statuses helps you make informed decisions.
For more details on updating a collection ticket's status, click the link below:
Additional Action - Secondary Options Access
Click on the secondary options button to reveal additional options.

To post a new loan transaction (receipt / refund) select the
View Client Ledger option
.To edit the instalment date or other promissory parameters, select
View Promissory option
.To perform any further client or loan maintenance, select the
View Client
orView Loan
options
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