Detailed Field Information Related Information Examples & Tutorials
Want to learn more? View the Training Videos in the Collect! Member Resource Center to learn the inside tips on utilizing all that Collect! has to offer to optimize your company's efficiency.
“ We also love the people behind the product. ” Mark B.

Debtor Status

Debtor Status codes are standard status values that describe the state of the account, such as Active, Paid in Full, Bankrupt, Skip Trace and others.

These codes can be used in reports and batch processing to separate accounts into categories. Set an account's Debtor Status either manually, or automatically using contact plans.


Debtor Status Codes

tip.gif Please refer to Debtor Status Basics for steps to access this form.

Code

This is a short code for the status. Limit to 3 or 4 characters.

tip.gif Be aware that using the Status CLO (Closed) does not remove the account from the Client record. It only tags the account as Closed in your system.

Top of page.

Description

This is a brief description of the status condition.

Top of page.

OK

Select this button to save any changes you have made and return you to the previous form.

<<

Selecting this button will take you to the previous record in the database.

>>

Selecting this button will take you to the next record in the database.

Top of page.

Cancel

Selecting this button will ignore any changes you have made and return you to the previous form.

Top of page.

Help

Press this button for help on the Debtor Status form and links to related topics.

Top of page.

Delete

This button is visible only on the list of all Debtor Status Codes. Select this to delete the highlighted item in the list.

Top of page.

Edit

This button is visible only on the list of all Debtor Status Codes. Select this to open and modify the highlighted item in the list.

Top of page.

New

This button is visible only on the list of all Debtor Status Codes. Select this to open a new blank Debtor Status form.

Top of page.

See Also

- Debtor Status Basics - Introduction/Accessing
- Debtor Status Samples
- How To Setup Debtor Status Codes

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org

Collection Advisor
HIPAA One® Certified Seal
ACA Member DBA RMA