Template
Account Summary Card
The Account Summary card contains account information for the account.
Client: Code that identifies the client, and the client's name. If the client's name exceeds 20 characters, you can rest your mouse on the name to see the full name.
Client Account Number: Unique code that the client assigned to identify the account.
Original Creditor: Original creditor assigned to the account. If the client's name exceeds 20 characters, you can rest your mouse on the name to see the full name.
Date Last Paid Client: Date the client last received a payment.
Charge Off Date: Date the client charged off the account.
Received Date: Date your organization received the account.
Net Original Balance: Original balance of each money bucket, plus or minus adjustments.
Current Balance: Current account balance.
Last Payment: Last payment amount that the client received.
Last Worked: Date a user last worked the account.
Last Contacted: Date a user last contacted a party on the account.