Version 2 Features

 

 Version 2 Features available in All Editions:

Claim Level Action Items

Allows users to associate actions to specific claims rather than at account level only.

Client Labels

Allows users to request client mailing labels for all, a group or a single client.

Client Flash Message  

Allows users to add a pop-up message to a client's account which will appear each time the account is accessed.

Complete Actions with Batch Letters

Allows users to complete action items used in the selection criteria of the batch letter process.

Bold Buttons

Displays the buttons on the debtor tab in bold if bankruptcy, employer, bank or assets information has been added to the account.

Date Entry Formatting

Allows users to enter the year 1999 as 99.

Deposit History Date Range

Allows users to display and print the deposit history in a date range.

Email History Notes

Allows users to email specific history entries.

Extended Account View

Allows users to view important claim information while reviewing the other debtor tabs.

History Hover

Allows users to view complete history entries in a pop-up hint box.

Modify Release Dates

Allows users to modify pending release date on posted payments.

Projected Interest Statement

Allows users to print or save to file a printout of the projected interest of an account.

 Version 2 Features available in the 550 and 560 Editions only:

Simple Data Extraction 

Allows users to create a comma delimited file to be imported to a spreadsheet software program such a MicroSoft Excel.

Smart Alx (I Portal) Interface

Allows users to interface with the Smart Alx or I Portal program to get instantaneous credit reports instead of batch reports.

 Version 2 Features available in the 560 Editions only:

Action Alarm 

Allows users to schedule an "alarm" to notify the responsible operator of a pending action on a specific account at a specific time.

Operator Activity Detail Report

Allows users to request a report of the daily operator/collector activity. **This is also available for users that have purchased the worklist module but do not have the 560 Edition.

 Features Available for the Document Imaging Module:

Image Note Codes

Allows user to add frequently used image descriptions with simple note codes instead of typing the complete description each time.

Save As Image

Allows users to save documents printed from CollectMax as an image without the trouble of scanning each document separately.