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View General AIM Information

Use the General tab in the AIM Panel to view general information pulled from AIM for the account displayed in the Work Form.

To view general AIM information

  • With an account displayed in the Work Form, at the top of the Panels section, click the name of the currently displayed panel (for example, Notes, Phones) and then click AIM Panel.

AIM Panel - General tab

Agency/Attorney Name: Name of the outside collection agency or attorney that holds the account.

Agency/Attorney AlphaCode: External code that identifies the outside collection agency or attorney that holds the account. The system uses this code when you create files and folders for the agency or attorney.

Agency/Attorney ID: Code that Latitude assigns to identify the outside collection agency or attorney that holds the account.

Agency/Attorney Tier: Number used to group the outside collection agency or attorney based on performance or preference.

Has Acknowledged Placement: Outside collection agency or attorney confirmed receipt of the account.

Current Fee Status: Fee schedule or commission percentage for applying commissions.

Current Final Recall Objection Status: Indicates whether you received a final recall objection from the outside collection agency or attorney.

Last Placed On: Date you last placed the account with outside collection agency or attorney.

Last Recalled On: Date you last recalled the account from the outside collection agency or attorney.

Next Automatic Pending Recall On: Date you scheduled the next automatic pending recall.

Next Automatic Final Recall On: Date you scheduled the next automatic final recall.

Placed Balance: Balance on the account when placed with the outside collection agency or attorney.

Current Balance: Current account balance.

Related Topics

AIM