MyQuantrax

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Latest Activity

Courtney Barlow posted a discussion

Date of Death in the Tab Q Screen

I am working with my team on handling deceased consumers to clean up some inventory. What have you found most effective in deceased consumers? Do you utilize the date of death field in the Tab Q screen option 6 special address screen? How do you get it to copy across the linked accounts? Would anyone else be interested in this being an enhanced feature? See More
Oct 11
Julie Fallang posted a discussion

Cell phones "not accepting calls"

Has anyone noticed a large increase in consumers "not accepting calls" from a cell phone? Has anyone found a way to combat this issue? We have recently seen an increase in the # of consumers that are blocking or not accepting calls. Just curious if others are experiencing this issue. See More
Sep 6
David Sopourn posted a discussion

Reg-F itemization screen & Smartcodes

Enhancement ideabeing able to look up / make decisions bade on the data provided on the accounts reg-f itemization to Placement data screens using the  Smartcode (?-Logic) Itemization BALItemization INT+Itemization Oth+Itemization Last PmtItemization Pmts-Itemization Adj-Itemization *LBASee More
Aug 29
Kellie Pettaway posted a discussion

SC Feature Need Updating

The Smart code feature “F5-Where used?” does not check all possible places. Can you please begin updating this feature? For example, it does not check if the Smart code is being applied from within any other Smart codes: • Any Smart code action line • On apply or remove future Smart code features on the Smart code page 8 • In the “Code for additional Smart code” file • For prior payment look up S/Code • If linked accounts exist look up • Smart Code for duplicated cases • Smart Codes needed It…See More
Aug 9
Susan Monprode is now a member of MyQuantrax
Jul 27
Jenna Grover is now a member of MyQuantrax
Jul 6
Locke Shufflebarger posted a discussion

Enhancement-GUI - Add button to 'Other Phone Window' for F7, or EXIT

Please add a GUI button to the Tab+, Other Phone, Window.   I'd like a button for F7 / Exit.   We are able to click to and from so many other windows, but when we get to this window, we have to manually press the F7 button.  I'd like to be able to click through this screen too.   Thanks, LockeSee More
Jun 29
Bethany Robertson posted a discussion

Client Statements and Client Portal

Does anyone else email client their month end statements? I would LOVE to have the statements available on the client portal. The majority of my clients are direct deposit and it would be great if the statements generated each month would be available for the client to access through the client portal. My bank could send the direct deposit email and the client would know their statement is available on the client portal. Does this feature interest anyone else? See More
Jun 28

Events

 

Forum

Date of Death in the Tab Q Screen

I am working with my team on handling deceased consumers to clean up some inventory. What have you found most effective in deceased consumers? Do you utilize the date of death field in the Tab Q…Continue

Tags: Consumer, Deceased

Started by Courtney Barlow in Enhancements Oct 11.

Cell phones "not accepting calls" 1 Reply

Has anyone noticed a large increase in consumers "not accepting calls" from a cell phone? Has anyone found a way to combat this issue? We have recently seen an increase in the # of consumers that are…Continue

Started by Julie Fallang in Open Forum. Last reply by Michael Jeselnik Sep 19.

Reg-F itemization screen & Smartcodes

Enhancement ideabeing able to look up / make decisions bade on the data provided on the accounts reg-f itemization to Placement data screens using the  Smartcode (?-Logic) Itemization BALItemization…Continue

Tags: ?-Logic, smartcode

Started by David Sopourn in Enhancements Aug 29.

SC Feature Need Updating

The Smart code feature “F5-Where used?” does not check all possible places. Can you please begin updating this feature? For example, it does not check if the Smart code is being applied from within…Continue

Started by Kellie Pettaway in Account Management Aug 9.

Enhancement-GUI - Add button to 'Other Phone Window' for F7, or EXIT 1 Reply

Please add a GUI button to the Tab+, Other Phone, Window.   I'd like a button for F7 / Exit.   We are able to click to and from so many other windows, but when we get to this window, we have to…Continue

Started by Locke Shufflebarger in Enhancements. Last reply by David Sopourn Jul 20.

Client Statements and Client Portal 2 Replies

Does anyone else email client their month end statements? I would LOVE to have the statements available on the client portal. The majority of my clients are direct deposit and it would be great if…Continue

Tags: Portal, Client

Started by Bethany Robertson in Enhancements. Last reply by David Sopourn Jul 20.

REG-F letters and Dispute boxes

I wanted to get some feed back on how people are handling the disputes received on the new Reg-F letters.Specifically I want to Dispute the debt because i think this is not my debtthe amount is…Continue

Started by David Sopourn in Account Management May 11.

Account Details screen with check box(Connected to Smartcode) 1 Reply

the gui screens have so much untapped potentialEvents help agents enter notes, but there could be a quicker way to indicate items by using a simple toggle check box on the account details screen for …Continue

Started by David Sopourn in Enhancements. Last reply by Bethany Robertson Apr 29.

Blog Posts

REG-F IMPLEMENTATION SESSIONS (AKA WHO'S AFRAID OF THE CFPB?)

Group, Team, Balloons, Clouds

Dear clients -

Please use this section to discuss the rule, your ideas, to share information and ask questions from others. Quantrax will post updates in the "Forum" under "Educational Sessions".

Let's have fun and get some work done too.

Ranjan

Posted by Ranjan Dharmaraja on June 15, 2021 at 3:34am — 2 Comments

Alex Recording Names Incorrectly

We are experiencing issues where the phone bot (Alex) is often interpreting  names of the caller inaccurately and not even close to the name repeated by the caller, i.e. if the caller  says "Same" Alex will record as "Saint" or "Same" in stead of the callers name or caller says name is "Tammy" and is "recorded as "Ray"  Is anyone else having similar issues?

Posted by Michael J Collins on January 25, 2021 at 2:10pm — 5 Comments

Deceased/Probate Scrub Vender

Good Morning,

In the past we used Probate Finder for this purpose but recently had some issues and are looking for another vender.  Can anyone recommend one?

Thanks

Joanne

Posted by Joanne Marie Koehler on March 12, 2018 at 9:21am — 1 Comment

Voapps - cell phone message drop tracking

i am wondering how/if any of you who are using voapps track the success rate of these drops? Its easy enough to know the accounts that you successfully left a drop. however, how are you tracking positive returns on these? 

Posted by Julie Fallang on December 27, 2017 at 3:09pm — 2 Comments

 
 
 

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