This article will outline how to set your default filter(s) in the To-Do List. In this example, you have already created and saved your filter(s), and need to update your Collection Calls Needed default. However, if you need assistance, you can reference this FAQ - Can I filter the information that I view? Can I create a customized report?
Setting Your Default Filter on Collection Calls Needed
1. Navigate to your To-Do List from the Receivables Dashboard. You can set your own filter preferences by clicking on the Select a filter icon.
Please Note: There is an Overall which are the company requirements, and My To-Do List which are your set preferences.
2. You will be prompted to choose the filter. Use the drop-down arrow to expand your saved filter options. Lastly, hit Select.
3. Now when you navigate to the To-Do List, your saved filter will be the default under Collection Calls Needed.
Please Note: You will only see the Select a filter icon if there are saved filters to choose from. If there are none, you will see the below icon.