How to Change the Responsible Attorney for a Group of Debtors

The batch process will allow you to change the Responsible Attorney assigned to a specific group of debtor accounts.  Use the selection criteria to narrow the group of debtors.

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

Select the   by clicking the button and picking Responsible Attorney 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.   Please select from the following.

 Client(s):

Select a single client, a group of clients 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.  Clicking the up arrow will increase the balance and clicking the down arrow 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 you 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.

 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 Dates.

Disregard dates: Include no matter what date the selected action item has.

Select by Last Payment Date:  Include only accounts with the last payment date within the selected range.

Select by action date: Included only accounts with the action date with in the selected range.  

Select the date range by typing the date or click the button and select the date.  

Select the Action Items:

Account-Level:  Only include account level action items.

Claim-Level: Only include claim level actions.  

Account-Level & Claim-Level: Includes both types of actions.

Click the button and select the action items codes  from the list.

Automation

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

 Output Options

Select the options, by clicking the button.

The options box will appear.

Select the Responsible Attorney from the list by clicking the button and scrolling to find the code.

Next, you may select to move all the action items on these accounts to the new responsible attorney by clicking the box.

Select the to save these options and continue with the batch process.

 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 responsible attorney, to verify the process completed correctly.  If not, notify JST Technical Support.