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Action Result Plans

This set of Action / Result codes is designed to minimize the collector’s need to input repetitive notes.

Each series matches up with Home, POE, Cell or Other.

In addition to writing the indicated note line, the codes all check to see if the Status on the account is NEW.  If so, it automatically changes the account Status to ACT.  No other status will be affected by these contact plans.  

Additionally, if you have your Log to Notes switches turned on for all 4 phone fields on the main debtor screen, the 105/106 or 205/206 or 305/306 or 405/406 codes will blank out the phone number and write the Old Debtor -> Home or Old Debtor -> POE or Old Debtor -> Cell or Old Debtor -> Other into the note lines for historical purposes.





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Size 2.13 KB
Changed at 2014-07-16 15:33:06

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