Enable Customer Interaction Tracking

Enable interaction tracking if you want to automatically capture all interaction touchpoints that a collector makes while working with a customer. Tracking interactions saves collectors' time and improves efficiency. Interaction information can be viewed on the History tab.

Set the following profile options to Yes:

In Collections Center toolbar, there are traffic signal buttons (green to start interactions and red to wrap up) which indicate the status of interactions. This can also be accessed from the Tools menu.

Refer to the Activity Tracking profile options to enable interactions in IEX.

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