HelpDesk

1. Log into your account using your credentials.
2. Select All Debt Files from the sidebar, and then choose All Files from the dropdown menu.
3. A table displaying all your files will appear. Select the file you want to make a call on.
4. A summary of the file will display on the right. In the summary, go to the Primary Contact tab.
5. Choose the number you wish to call, and the system will initiate the call.
6. If prompted that the webpage wants access to the microphone, click Allow.

1. Log into your account using your credentials.
2. Select All Debt Files from the sidebar, then choose All Files from the dropdown menu.
3. A table displaying all your files will appear. Select the file you want to make a payment for.
4. A page showing the file summary will appear. On the top menu, select the Payments option.
5. A table with all payments will be displayed. Click the Add Payment button located at the top left of the table.
6. A pop-up form will appear. Enter the payment details, such as the amount and the user associated with the payment.
7. Click Add to save the payment. The table will refresh, and the payment should now be viewable.

1. Log in to your account using your credentials.
2. Select All Debt Files on the sidebar, then choose All Filesfrom the dropdown.
3. A table displaying all your files will appear. Select the file for which you want to make a PTP.
4. A page will open showing the file's summary. On the top menu bar, select the PTPs option.
5. A table with all PTPs will be displayed. On the top left corner of the table, click the Add PTP button.
6. A pop-up form will appear. Enter the PTP details in the form and click Add to save the PTP.
7. The table will refresh, and the new PTP should be visible.

To generate reports, navigate to the "Reports" section, select the type of report you wish to create, customize your parameters, and click "Generate." You can then export the report in various formats.

To update user permissions, go to the "Users" section, select the user, click "Edit," adjust the permissions as needed, and save your changes.

To manage notifications, navigate to the "Settings" section, find the "Notifications" tab, and customize your preferences for email and in-app alerts.

To integrate third-party tools, go to the "Integrations" section in the settings. Follow the instructions to connect your desired applications and enhance your workflow.