A user portfolio temporary allocation is a process that allows to temporarily transfer collection agent portfolio to another collection agent.
To temporary allocate portfolio, follow these steps:
- Go to reallocate menu on the to p of screen
- Choose group to allocate from
- Choose agent to allocate from
- Enter allocatable debtor count
- Choose group to allocate to
- Choose agent(s) to allocate to
- Enter allocatable debtor count
- Choose date when allocation starts
- Choose date when allocation ends
- Click permanently checkbox if you want to allocate debtors with no date interval limits
- Click allocate
At the selected date agent portfolio will be allocated to selected agents, and will be counted as their portfolio in statistics for this period
