How to purge an action item from group of accounts

The batch process will allow you to purge or delete action items for  a specific group of debtors.  Use the selection criteria to narrow the group of debtors.

From the main screen of CollectMax, click on the button.  This will take you to the screen.

Select the   by clicking the button and picking Purge Action Items Notes from the list.

 Selection Criteria

You  will need to select from the following criteria to get the correct group of accounts for your batch process.   

 Client(s):

Select a single client, a group of clients, a client set or all clients.  

Click the radio button next to your selection.

 Type:

Select all type codes, a single type code or pick more than one type code from the list of codes.

Click the radio button next to your selection.  

 Status:

Select a single status, a range of status', or all status codes.

Click the radio button next to your selection.  

 Balance:

Select a balance range by typing in the balance fields.  You may also use the buttons to click to the balance you want.  Arrowing up will increase the balance and the arrowing down will decrease the balance.  

 Open Date:

Select an open date range.  You can type the date in each field with the MM/DD/YYYY format or click the button and select the date.

 Account Number:

Select an account number range.  Type in the account numbers in the fields.

 Judgments:

Select accounts according to judgments.  You can exclude or include only accounts with judgments or pick all no matter if they have a judgment.  Click the button and pick from the list.

 Exclusions:

Select the accounts you would like to exclude.  By clicking the box, users can exclude accounts for the following reasons.  

DNC:  Do Not Contact

Bankruptcy:  Accounts with Bankruptcy Information.

Defending Attorney:  Accounts that have a Defending Attorney assigned.

 Assigned Attorney:

Select accounts with a specific Responsible Attorney.  Click the button next to Select and pick the Attorney from the list.

 Inactive Accounts:

Select to include account based on active or inactive status.

• All Accounts both Active and Inactive
• Included only Inactive Accounts
• Include only Active Accounts

 Process-Specific Criteria:

Select the action item or items you would like to be purged deleted.  These action items must be on the account for it to be selected for the batch.    Click the button and select the action items codes  from the list.  You may also select by action date, and type in the date range fields, with the MM/DD/YYYY format or click the button and select the date.  This will allow only accounts with that action item due during the date range to be picked for the batch.   

Remember only accounts that fall into these specific criteria will be selected for the batch process.

Automation

For the ability to automate this batch process, see Batch Process Automation Script , a Version 7 Feature.

Processing the Batch

Once the you have selected the criteria you need.  Click the button.  

If you have forgotten to select the , the options screen will appear and prompt you to make the selections.  Then click the button to restart the process.

A preview report will print listing the accounts that have been selected for the batch and the action to be taken on these accounts.   

Please review these accounts.  Click the X to exit the preview.  A box will appear asking you if you would like to make permanent changes to the database.  

If the preview report was correct, click the button to continue.  

If not, click the button to end the process and correct your selection criteria and re-process.

If you chose to continue, you will be prompted to enter the master password.

Type the password in the field and click the .  You may also cancel the process at this time by clicking the button.

A window will appear recommending a snapshot.  JST recommends a snapshot be performed before making any changes to the database.  

Click the button to exit the batch process and perform a snapshot.

Click the button to continue with the batch process.

The process will begin making the changes.  After they are complete a final report will be created.  You may print this report or click the X to exit the report.

Once you have exited the final report.  The batch process is complete.  Click the button to exit to the main screen.  

Check a selected debtor,s summary tab for the action item, to verify the process completed correctly.  If not, notify JST Technical Support.