1.

Enter a Name for the queue being created/edited using the fields provided.

2.

Enter a brief Description of the queue. Include any details that would help the collector instantly recognize the queue, such as "loans that are more than 90 days late making a payment."

3.

Use this checkbox to indicate whether released, zero balance, or locked loans are automatically excluded from the queue when the queue is built.

4.

Check the Branch Segmented box if your institution wants to segment its queues into branches (i.e., only assigns accounts to collectors belonging to the same branch).

5.

Next, use the tree view on this dialog to indicate which CIM GOLD screen will be displayed as the Detail tab of the Queues > Collection > Collection Queues screen. This screen is typically set as Loans > Marketing and Collections but can be set to whatever screen is needed to enter information for the account.

6.

Click <Next> to proceed to Step Two of the Queue Definition Builder process.