Create Action Code

Click the button.

Enter a code for your new action code in the Code field.  This code can be up to 4 characters in length.

Type a Description for your new action code in the Description field.

Click the box next to Adjust Date For Weekends, to have the action self adjusted Delay Date to a week day.  

Click the box next to Is a Court Action Item, to have this action display on the Litigation Screen.

Click on the Advanced Options tab:

Select an Add/Replace Option:

There are three options that may be assigned to the action code.  Only one option can be assigned.  These options are selected using the radio buttons located in the Add/Replace Options area of the action code definition screens.

• Add Action Even if Already Present: Because it is possible for an account to carry an unlimited number of action items, you must tell CollectMax how to deal with them. In some practices, it is desirable to retain all old action items as an supplemental record of the collection activity.
• Replace Action Using Earliest Date: When an action item is added to an account and it replaces an existing action item of the same type, CollectMax must decide which action date to retain. Choosing the "Earliest" option will cause the oldest date to be retained.
• Replace Action Using Latest Date: Choose this option if the date furthest in the future is to be used. Most action items should use this option.

Select a Responsible Option:

Click the button next to the proper selection. Only one option can be assigned.  

• Assigned User Code on Account:  This option will automatically pick the Responsible on the Account as the Responsible party for this action.   This can be changed when adding an action manually.
• Designated User Code:  This option allows users to select a Responsible party for this action.  Each time this action is added the Responsible will be the selected Responsible Party assigned to this action.   This can be changed when adding an action manually.   Click the button and select the Responsible from the menu.

 Default Completion Code

Selecting a Default Completion Code will cause the action to be completed with this completion code when an operator click the button when working an action.  

Click the button and select the Completion Code from the list.   Leaving the Default Completion Code Blank will allow the operator to select the appropriate code for completion.

 Days Delay

Select a Default Number of Days to Delay the action.   The Action Due date will be calculated using these number of day.   This can be changed when adding an action manually.