System Level Debtor PreSets Advanced

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 Advance Debtor Account Setup options allow you to automatically generate items when a new claim is added to the CollectMax program for this client.

In the Document 1 field, select the document (ie Demand letter) to be added to the printlist when a claim is added.
In the Document 2 field, select a second document (ie Acknowledgment letter) to be added to the printlist when a claim is added.
In the Document 3 field, select a third document to be sent to the printlist when a claim is added. This is a Version 3 Feature.
Check the box next to to save Document 1, Document 2 or Document 3 as an image after printing. This is a Version 4 Feature.
Setup a default Action code and Delay to be assigned to newly added claims.
Setup a default Action 2 code and Delay to be assigned to newly added claims. This is a Version 4 Feature.
Setup a default Action 3 code and Delay to be assigned to newly added claims. This is a Version 4 Feature.

Click the button to save these options.

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 change the settings on the debtor's presets tab or see Mass Client Setting Tab to change a batch of client accounts.