New Status Code

CollectMax is delivered with a set of pre-defined Status Codes.  If desired, you can create unique status codes designed specifically for your CollectMax system.  

There are two methods of accessing the New Status Code Window:

1. Click from the Menu Bar at the top of your CollectMax window.  Select Codes, then highlight and click on Status.
2. While working on a debtor account, click on the button beside the Status Field

to display the Status Code window.

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To create a new status code click the button.

This will open the Add Status Code Window:

Code: Enter a numerical code for your Status.  Remember that CollectMax has a "Closed" account threshold of 500 and above.  Therefore if your new status code is for an open status, be sure the numerical code is less than 500.  Conversely, if the new status code is to represent a closed account status, be sure to assign a numerical code greater than 500.

Description: Enter the Description of this Status Code.  The status description you enter will appear on the debtor processing screens and optionally will be printed on reports.

Tag Options:  Allows status changes to be tagged to include on reports if tagged history entries are included.  Click the button and pick one of the following:

• N - No Tag:  This option should be picked if the firm does not use or report tagged history entries.
• D - Report with Date:  This option will report the status change with the date of the status change on reports that tagged history entries are included.   This tagging option can be cleared with the next final remittance.
• R - Report without Date:  This option will report the status change without the date of the status change on reports that tagged history entries are included.   This tagging option can be cleared with the next final remittance.
• P - Permanent:  This option will create a permanent tag that can not be cleared.  

Action: Enter an action to be added to the account when the Status changes.

• Code: Select the Action Code to be added.
• Delay: Enter the number of days before the Action is due.
• Attach To: Select to attach the action to the account or claim.
• Time: Enter a Time if the Action has a specific time or needs to be added to the Action Alarm.
• Action Alarm: Select to set the action to participate with the users action alarm.

Activity: See Status Code Automation, a Version 7 Feature.

DNC Automation: See Allow Status to Add/Clear DNC, a Version 7 Feature.