How To Implement Note Codes In LBSS
In Collect!, we implement note codes using Contact plans
containing Export type Contacts. For each note code the Client
has itemized, you create a Contact plan. You could use
more the current and more sophisticated techniques
of Contact Plans with conditional logic to determine which
note codes to send. See Contact Plan topics elsewhere in
the Help page for more information on this topic.
The Export type Contacts created for an account are exported as
notes.
The first three characters of the note description are used for
the note code itself, and the remainder of the description is
the note text.
For example, the list of note codes we obtained included the following:
BPP - Broken promise to pay
For us to send this note to the Client, we created a Contact plan as follows:
Contact Plan |
Code | BPP |
Description | Broke promise to pay |
Contact Event |
Type | Export |
Description | BPP Broke promise to pay |
Assign to specific operator | Yes |
Operator | EXP |
Schedule immediately | Yes |
Timeless | Yes |
Repeat | No repeat |
Notice how the note code BPP is included on the
description line of the Contact. This is
important. You MUST INCLUDE THE CODE as
the first few characters of the description,
then leave a few spaces, and then add the text
to describe the code.
When we want to send that note code to the Client, we run that
Contact plan on the Debtor. The note code will then be sent to
the Client the next time the Agency Upload export process is run.
The " Delete All Pending Contacts" does delete Export
type Contacts. When accounts are closed, pending
export type Contacts are deleted. This is one reason
why you want to suspend the account rather than
delete it until you are certain you want to close
the account completely.
Note Code Example
Another example of note codes could be AEX - All Efforts
Exhausted note code which the Client can use to trigger an
account recall.
To send this note to the Client, we created a Contact plan as follows:
Contact Plan |
Code | AEX |
Description | All Efforts Exhausted |
Contact Event |
Type | Export |
Description | AEX All Efforts Exhausted |
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 that
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.
See Also
- How To Work With LBSS Files
- How To Export An LBSS Agency Audit
- How to Export An LBSS Agency Upload
- How to Close LBSS Client Accounts
- How To Learn More About Importing In Collect!
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