System Level Debtor PreSets Account Setup

CollectMax allows users to set a system defaults for the Client Account's Debtor Presets Tab. This setup will be used when selecting System Defaults on the Add Client Screen. Users should set the settings to be the typical client setup. These settings can be overridden when adding a new client's account.

The Account Setup options allow users to set the default values for a few debtor account fields when a new claim is added to CollectMax for the specific client.

Account

Select whether accounts are usually Individual or Business by click the next to the selection.
Select the typical opening Status from the list. Click the button, to add new status codes.
Select typical Contract For from the list. Click the button, to add new For codes.
Select typical Type from the list. Click the button, to add new Type codes.

Assignment

Select the typical Originator from the list. Click the button, to add new User codes.
Select the typical Responsible from the list. Click the button, to add new User codes.
Select the typical Assigned From from the list. Click the button, to add new User codes.

Click the button to save these options for newly added claims/accounts.

Note: Changing the settings on the system debtor presets tab will only effect the setup of new clients. To change existing client accounts, go to the client's account and check the settings or see Mass Client Setting Tab to change a batch of client accounts.