Process Automatic Contacts
Any previously scheduled contacts (other than Letters) will be
processed by choosing this function. To invoke this, either
Select Tools from the top menu bar and then select
Batch Processing
OR choose Daily Administration from the Main Menu then
select Batch Processes. Choose Batch Processing when the
Daily Batch Processing menu is displayed.
Either way, you will be taken to the Batch Processing form.
Switch ON Process Automatic Contacts previously scheduled.
Depending on the type of Contact event scheduled, different
actions will be taken. For example, a Debtor's status will be
changed if they have a Status Change Contact event in their
Contact schedule, set for today's date.
The following events can be selected in the Process
Automatic Contacts options.
You can also process these events using
Collect!'s Scheduler.
Activate Files
This event sets the Debtor's Mode to Active, regardless
of its current Mode.
This will process all accounts regardless of
the current setting of the Mode when you
want to set it to ACTIVE by processing
Activate contacts.
Commission Rates
With this function, set a fixed commission rate. Simply
enter the percentage such as '33' or '12.5' into the description
field when you create the Contact. It's very similar to the Edit
Contact, however you don't have to specify a field name.
Commission Rate Plans
Enter a Commission rate plan ID into the Description field
when you create the Contact. The new rate plan will be used
for any future transaction posted to this account.
Post Transactions
This event lets you post a transaction to an account.
The description field contains the ID of the transaction type.
Please review transaction types for more information on what
financial information can be posted. In particular, pay attention
to the Use dollar amounts, Percent of principal and Percent of
interest switches. Test them to see what happens.
Run Contact Plans
This event causes another action plan to be invoked, just as
if you had picked an action for the Debtor.
Status Changes
When Collect! processes this event, the Debtor's status is
changed to the status in the event's description field.
Operator Assignments
This event changes the Operator assigned to the Debtor.
The Operator assigned to the Contact is assigned to the Debtor
and, any pending Contacts assigned to the previous Operator are
reassigned to the new Operator.
If a delay is entered, the Operator is reassigned on the date
the event is scheduled, when you run a batch process of scheduled
contacts.
Sales
This event changes the sales team assigned to the Debtor. The
sales team assigned to the Contact is assigned to the Debtor.
If a delay is entered, the sales team is reassigned on the date
the event is scheduled.
Edit Debtor Fields
With this command, change any field on the main Debtor form.
You need to type the field name = some value when you create
the Contact. For example, the description would contain
'Summary = Test note' to have 'Test note' appear in the Debtor
summary line; or, you could use 'POE = Fred's cleaners'
Write Notes
When this event is processed, a note is written to the Debtor's notes.
This event writes one line of notes into the Debtor notes. Enter the text
you want appear in the Debtor's notes into the event description field.
If a delay is entered, then the note will not be written to the Debtor's
notes until the scheduled note is activated through Collect!'s batch
contact processing. If you enter 0 Delay, the note will be written to
the Debtor's notes immediately.
Close Files
This event closes the Debtor and deletes any pending Contacts,
unless the "Do not autodelete" switch is ON. In progress
Promises and Transactions will be marked 'Completed'.
See Also
- How To Manage Contacts
- Contact Plans
- Batch Processing Topics
|
Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.
Please click this link to send us your comments: helpinfo@collect.org