Select Fields to Export
Use the Select Fields to Export page to select fields from the Assign/Update Collection Information page to export.
- Access the Select Fields to Export page.
- Select Go To > Collections Tracking > from Collections Worklist. The Collections Worklist page opens.
- Specify selection criteria and then click Display Accounts. The Assign/Update Collection Information page opens.
- Click Export. The Collections Export Options page opens.
- Select Custom Selection from the Export Fields list and click Custom. The Select Fields to Export page opens.
- Select the check boxes for the fields you want to include in the export.
- Optionally, you can perform one of the following actions:
- Click Save Settings to save the custom fields for future use.
- Click Select All to select every field on the list.
- Click Deselect All to deselect any fields selected.
- Click Submit Fields. The Collections Export Options page opens. For more information, refer to Collections Export Options.