Account Crawler

We just finished the Account Crawler presentation, and as a long-time user I'd like to add to the discussion.The Account Crawler works an account from the top of its list down. Once the account hits…Continue

Started by David Sopourn in Account Management on Wednesday.

Account Recall List 1 Reply

Is there a way to prevent or stop collectors from deleting accounts on the recall list?Is there is an option in the base code to prevent collectors from accessing the recall list?Continue

Started by DUANE MIRANDA in Account Management. Last reply by David Sopourn on Wednesday.

Client Search Feautre by OverRide codes

 I would love to see a client search feature by over ride code. I was recently looking for all the clients with a certain over ride. I could find no easy way of doing this. …Continue

Started by Julie Fallang in Account Management Apr 15, 2025.

Payment History

We would like to see a payment history on a specific account. Currently, we can use the following:Daily Ops MenuAccount information Printbut this gives all of the notes. Basically, this option…Continue

Started by DAVID HAUSAMAN in Account Management Feb 27, 2025.

Phone systems

Hey there, I am wondering what phone systems you all are using? We have a VOIP system currently that requires an app and headset and we are having lots of issues. Looking for any thoughts,…Continue

Started by Julie Fallang in Vendors & Third Party Products Mar 20, 2024.

A failsafe for Transaction dates that are too old or errors

Transaction date at data entry (manual) does not alert the person entering an account if the transaction date is too old to collect. Sometimes people can make an error and enter the BIRTH DATE at…Continue

Tags: errors, date, Transaction

Started by Kimberly Stone in Enhancements Feb 26, 2024.

account settlement issues

we have an ongoing issue when it comes to settlement accounts  payment disbursements and having them closed correctly once the payment(s) are applied.this has been an issue for as long as i can…Continue

Started by David Sopourn in Account Management Nov 29, 2023.

Call scoring utilization logic

There are several tools that technology has that can change the face of creating campaigns for dialers, voice drops, and texts, and emails.1) There are vendors who do call scoring now. The phone is…Continue

Started by Kimberly Stone in Enhancements Sep 29, 2023.