View Contact Analysis Information

Use the Debtor Contact Analysis dialog box to verify the number of times for each time of day that a user attempted to contact the debtor. You can use this information to determine the optimum time to contact the debtor. If a user contacted the debtor successfully during a particular time, you can set a reminder to call again at that same time.

The system includes the following information:

• Morning, Afternoon, Evening, and Weekend contacts by user (manual) and dialer.

• Imported scoring information (custom interfaces only).

• Number of days your agency has held the account.

• Percentage of the balance recovered currently.

• Total amount collected, with the average amount collected each time a user contacted the debtor or worked the account.

To view contact analysis information

1. With an account displayed in the Work Form, do one of the following:

2. Click the Account Analysis icon .

3. From the Special menu, click Timed Reminder. In the Set Special Timed Reminder dialog box, click Analyze.

4. The Debtor Contact Analysis dialog box appears.

User Worked (Morning, Afternoon, Evening, Weekend): Number of accounts the user worked during the specified time of day.

User Contacted (Morning, Afternoon, Evening, Weekend): Number of accounts the user contacted during the specified time of day.

Dialer Worked (Morning, Afternoon, Evening, Weekend): Number of accounts the user worked during the specified time of day.

Dialer Contacted (Morning, Afternoon, Evening, Weekend): Number of accounts the user contacted during the specified time of day.

Time: Hour of day a user contacted or worked the account.

Worked: Indicates whether a user worked the account at the specified time of day.

Contacted: Indicates whether a user contacted the account at the specified time of day.

Score: Indicates how collectable the account is. This information comes from a file received from an outside vendor.

Age: Number of days from the account received date, which is the date a user added the account to Latitude.

Recovered %: Percent of the account balances received in payments.

Amt Collected: Total dollar amount collected on the accounts.

Per Worked: Total dollar amount collected for worked accounts.

Per Contact: Total dollar amount collected for contacted accounts.

5. When finished viewing the information, click Exit.