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This page contains answers to common questions handled by our support staff, along with some tips and tricks that we have found useful and presented here as questions.
- How do I search for an account?
- Where can I find a list of open accounts Coastal is handling?
- What is a tickler?
- How do I give Coastal new information?
- How do I respond to a request in a tickler ?
How do I search for an account?
CoastalNet's Debtor Search
button is located on all screens. When you click on this hyperlink, you
will be brought to the main search where you can locate your account by any of
the search criteria listed. To see a sample search screen click here.
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Where can I find a list of open accounts Coastal is handling?
On CoastalNet's Main Client
Screen, select the debtor tab and a list of open accounts will be
displayed. To change the list of accounts viewed, change the options by
clicking on the ? located in the left frame.
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What is a tickler?
A tickler is created to enable Coastal to make sure every account is
handled in a timely manner. A tickler set up for Coastal indicates the
date we will be contacting your debtor or the date we will performing our next
action if we don't receive a response. CoastalNet has been developed to
create a constant link between Coastal and their clients. When Coastal
needs assistance from the client with one of the accounts they are working
with, a tickler will be assigned to the client contact. By looking @ the tickler
screen, our clients can make sure we are getting all the information we
need to give us the best chance of a favorable result.
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How do I give Coastal new information?
We have tried to make the entry of information into CoastalNet as simple as
possible. By clicking on the New Log button located on the Log section,
you can easily add a new log into our database. If you want our collector
notified, just locate the Coastal contact in the notify by email section, and
your note will also be sent by email.
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How do I respond to a request in a tickler?
When you are reviewing a tickler, you can click on the add log
button. This will put a new tickler into our system, related to this
contact. You will be given the option to return the tickler to the
collector to act on the data you just entered.
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