How To Close LBSS Client Accounts
It is important to understand that accounts for an LBSS Client cannot be
closed by you. You must send a request to the Client via LBSS. You do
this with a special Contact plan event.
The note code in this example 'MAE - All efforts expended -
supervisor review' can be used by the Client to trigger an account recall.
For us to send this note to the Client, we created a Contact plan as follows:
| Contact Plan |
| Code | MAE |
| Description | All efforts expended - supervisor review |
| Contact Event |
| Type | Export |
| Description | MAE All efforts expended - supervisor review |
| Assign to specific operator | Yes |
| Operator | EXP |
| Schedule immediately | Yes |
| Timeless | Yes |
| Repeat | No repeat |
When we want to send this note code to the Client, we run this
Contact plan on the Debtor, and the note code will be sent to
the Client the next time the Agency Upload export process is run.
Demographic Updates
When the name, phone number or address of the primary Debtor is
changed, the Edit Date of the Debtor record is updated. This date
is used when transmitting updates if you specify a date range
for the Changed From and To fields in the Export menu.
See Also
- How To Work with LBSS Files
- How To Export An LBSS Agency Audit
- How To Export an LBSS Agency Upload
- How To Implement Note Codes in LBSS
- How To Learn More About Importing In Collect!
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