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How To Implement Note Codes In LBSS

In Collect!, we implement note codes using Contact plans containing Export type Contacts. For each note code the Client has itemized, you create a Contact plan. You could use more the current and more sophisticated techniques of Contact Plans with conditional logic to determine which note codes to send. See Contact Plan topics elsewhere in the Help page for more information on this topic.

The Export type Contacts created for an account are exported as notes.

The first three characters of the note description are used for the note code itself, and the remainder of the description is the note text.

For example, the list of note codes we obtained included the following:

BPP - Broken promise to pay

For us to send this note to the Client, we created a Contact plan as follows:

Contact Plan
CodeBPP
DescriptionBroke promise to pay
Contact Event
TypeExport
DescriptionBPP Broke promise to pay
Assign to specific operatorYes
OperatorEXP
Schedule immediatelyYes
TimelessYes
RepeatNo repeat

tip.gif Notice how the note code BPP is included on the description line of the Contact. This is important. You MUST INCLUDE THE CODE as the first few characters of the description, then leave a few spaces, and then add the text to describe the code.

When we want to send that note code to the Client, we run that Contact plan on the Debtor. The note code will then be sent to the Client the next time the Agency Upload export process is run.

tip.gif The " Delete All Pending Contacts" does delete Export type Contacts. When accounts are closed, pending export type Contacts are deleted. This is one reason why you want to suspend the account rather than delete it until you are certain you want to close the account completely.

Note Code Example

Another example of note codes could be AEX - All Efforts Exhausted note code which the Client can use to trigger an account recall.

To send this note to the Client, we created a Contact plan as follows:

Contact Plan
CodeAEX
DescriptionAll Efforts Exhausted
Contact Event
TypeExport
DescriptionAEX All Efforts Exhausted
Assign to specific operatorYes
OperatorEXP
Schedule immediatelyYes
TimelessYes
RepeatNo repeat

When we want to send this note code to the Client, we run that Contact plan on the Debtor, and the note code will be sent to the Client the next time the Agency Upload export process is run.

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See Also

- How To Work With LBSS Files
- How To Export An LBSS Agency Audit
- How to Export An LBSS Agency Upload
- How to Close LBSS Client Accounts
- How To Learn More About Importing In Collect!

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