Page 2 - How do I Use the Collections Workbench

Using the Collections Workbench

View Customer Information on the Collections Workbench

Customer Details Section
The Customer Details section displays at the top of the Collections Workbench. This information will always be
visible on the page.

a

b

c

a. The Customer Name is displayed next to the Customer ID.
b. The Customer Details section displays a summary of payments and balances and contact information.

 To view the full customer Address, click the Customer Name link.
 For a Corporate Customer, child balances roll up to the parent.
c. The tabs below the Customer Details section allow to you drill down to specific customer details.

 The Credit Profile tab is not used.

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents