Additional Debtor Phone Number Features
Allows users to enter a debtor cell phone number on the debtor tab and allows users to perform a online reverse look-up search.
Allows users to add a color coded note indicator on a debtor's account according to the account status.
Client/Account Member Conflict of Interest Checker
Checks the system for possible conflicts of interest when adding Clients or Account Members.
Allows users to have Client Level documents.
Client Level Payment Release Override
Allows users to setup client debtor pre-sets to ignore the system payment release dates settings.
Allows users to group of single clients and multiple client groups for purposes of running reports and remittances.
Allows users to add Client Specific User Variables.
Closed Account Transaction Warning
Warns users that an account is closed prior to posting financial transactions.
Enhanced Access to the Account Members Screen
Allows users to access account members from the menu bar under definitions and codes instead of a debtors account.
Enhanced Advanced Debtor Pre-Set Options
Allows users to an additional document for a total of 3 to the Print List when adding a debtor account.
Allows users to select the interest rate for calculating the Amortization Report.
Enhanced Bankruptcy Fields
Allows users to add the Confirmation Date and Time for Chapter 13 Bankruptcies.
Allows users to also populate the county field in addition to the city, state and zip code when using the city code feature.
Enhanced Client Invoice Viewing
Allows users to view open invoices from the client account's financial tab.
Allows users to find debtor accounts by the debtor's Address Line1, Receiving Attorney and Responsible.
Enhanced Imaging Button
Allows users to be able to instantly to tell if an account has attached images by the look of the Imaging button.
Expanded Linked Accounts-Display
Adds an inactive flag to allow users to tell which linked accounts are inactive in the linked accounts display.
Enhanced Litigation Screens
Allows users to add judgment dismissal dates, judgment satisfaction dates and lien release dates in the litigation area.
Enhanced Payment Plans/DU Action
Allows users to assign the responsible for the payment plan's DU action at the time the payment plan is added.
Enhanced Status Changes
Allows users to change the status on more than one debtor's claim at a time.
Allows users to add a phone number and memos for each user code to be used in documents.
Enhanced User Variable Viewing
Allows the supervisor to limit the user field pages available to for users to view by the debtor's accounts type code.
Allows users to create document variables that will be available on the variable list for every document.
Allows users to change or add a Plaintiff for all accounts under a client with one process.
Allows users to sort labels by the data entered on label line1.
Allows users to run a report that lists the status codes that have been added to an account and the length of time the account remained in that status.
User Defined Payment Method Codes
Allows user to add up to 4 user defined Payment Reason Codes.
Check Payee in the Cost Transaction History Note
Adds the Payee's name to the cost transaction history note on the debtor's account.
Allows users to add a client letter to a print list for all or a group of clients at one time.
Allows users to attach a cost charge to a document.
Enhanced Completion Codes
Allows users to add another action item when completing an action item.
Allows users to change the current Attorney code assignments based on various criteria such as open date range and balance.