Actions & Contacts¶
Agent
Actions record your collection efforts (calls, emails, letters). Contacts are the direct interactions with the debtor or their representatives.
Action types¶
| Type | Description |
|---|---|
| Outbound call | You called the client |
| Inbound call | The client called you |
| Sending or receiving an email | |
| Letter | Registered letter, formal notice |
| SMS | Short message |
| Visit | Physical visit |
| Internal note | Comment without client contact |
Step-by-step¶
Log an action¶
- Open the engagement or client record.
- Click "New action" or go to the "Contacts" tab.
- Select the action type.
- Enter the date, the outcome and a note.
- Click "Save".
Schedule a next action¶
- When creating an action, check "Schedule a follow-up".
- Choose the date and type of the next action.
- The task will appear on your dashboard.
View the history¶
- In the engagement record, go to the "History" tab.
- All actions are listed in chronological order.
Interactive tour¶
Launch the "Log an action" tour
Permissions¶
| Action | Agent | Manager | Admin |
|---|---|---|---|
| View the history | ✓ | ✓ | ✓ |
| Add an action | ✓ | ✓ | ✓ |
| Edit an action | ✓ | ✓ | ✓ |
| Delete an action | ✓ | ✓ |
FAQ¶
Q: Are emails sent from CASH logged automatically? Yes, outbound emails via CASH are tracked automatically.