How To Add a New Client

 Tabbing will take you sequentially through data entry.

1.  From the main menu of CollectMax, click the button.

2.  Click the button.

3.  Click in Identifier text box and enter up to a 10 character identification code. The Identifier can be a number, a character or both and should represent something that lets you know at a glance which client it represents. This Client ID is used to identify the client in reports, interfaces and other processes.More...

4.  Select a Type. Click on the button and select Forwarder or Creditor. Your firm can use these Client Types however works best for your workflow. If a Forwarder selecting forwarder, the data entry users will be prompted to add a plaintiff before being able to add the account manually. The Creditor does not require a plaintiff. More...

5.  Select Business/Ind. Click on the button and select Business or Individual.   

6.  Click in Name 1 text box and enter client name. For long client names, Name 2, can be used. If you still need more space, once the client is added, you can enter the rest in Name 3. More...

7.  Click on Accounting button. Click appropriate accounting option.

8.  Remittance processing: To choose System default, click System default radio button and skip to step 16.

9.  To choose Gross or Net Remittance processing click appropriate radio button.

10. Click on Commission Rate button and click commission rate or enter a commission rate

11.  Enter a Pre-Judgement interest rate in Pre-Jmt Rate box.

12.  Enter a Post Judgment interest rate in Post-Jmt Rate box.

13.  Click on Cost Checks   button and choose appropriate selection.

14.  Click on Remittance Checks button and choose appropriate selection.

15.  In the Costs are Usually field, Select either Advanced by My Firm or Prepaid by Client from the drop down list .

16.  Click the button.

17.  Click the Group button. Choose a client group code. This step is optional.

18. Click in EIN text box and enter the client's employer ID number.

19. Click the  to add Name  3 of the Client Name if needed.

20. Click in Contact text box. Enter the person that will serve as the point of contact.

21.Click in Salutation text box and enter client salutation to be used for correspondence.

22.Click in Remarks field and enter any special notes or instructions relating to this client.

23.  Click in Address 1 field. Enter the client's address. A second address field, Address 2, is available if needed.  

24.  Click in City/St/Zip text box and enter the client's city. Tab once and enter client's abbreviated state. Tab again and enter client's zip code.  

25. Click in County text box and enter the client's county.

26.  Click in Email text box and enter the client's email address.  

26. Click in the Website text box and enter the client's website.  

27.  Click in Phone 1 text box and enter the client's phone number and extension. A second Phone field, Phone 2 is available if needed.

28.  Click in Fax text box and enter the client's fax number.

29. If you would like to enter an alternate address, click the button.

30. Click in Address 1 field. Enter the client's alternate address. A second alternate address line, Address 2, is available if needed.

31. Click in City/St/Zip text box and enter client's alternate city. Tab once and enter client's abbreviated alternate state. Tab again and enter client's alternate zip code.  

32. Click in County text box and enter the client's alternate county.

33. Click in Email text box and enter the client 's alternate email address.

34. Click in the Website text box and enter the client's website.

35. Click in Phone 1 text box and enter the client's alternate phone number and extension. A second Phone field, Phone 2, is available if needed.

36.  Click in Fax text box and enter the client's alternate fax number.

37.  Click button button to save your new client information.

38.  Click the button to return to main menu.

See Client Settings and/or Debtor PreSets for additional information about setting all additional settings.