Run Account Matching Batch

You are about to group accounts together.

You can group accounts based on any set of fields on the Debtor record using logical AND and OR conditions to give you the utmost in flexibility.

The accounts that you selected will be checked for the conditions that you specified, for instance, social, name, and driver's license. Where matching accounts are detected, the accounts are grouped together.

For each account selected, Collect! checks the database to find other accounts with the same conditions you have set in your matching criteria. When a matching account is found, the account may already be a member of a group, in which case the new account is simply added to the existing group. If the matching account is not a member of any group, a new group is created, and the two accounts become a group.

When new accounts are added, and they have not been assigned to an Operator, each account is assigned to the Operator responsible for the first matching account found.

When searching by name, the name field is broken down into first and last names. Exact matches in both names are required to be considered a matching account.

Help

Press this button for help on the Run Account Matching Batch dialog and links to related topics.

Back

Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Start

Select this to begin processing your batch. This will process accounts using your account matching settings.

Clear Tags

When you complete your batch process, Collect! may prompt to clear tags if you started your procedure with a tagged list of accounts.

Prompt to Clear Tags after Batch Processing

See Also

- Account Matching Setup
- Matching Accounts
- How To Setup Account Matching
- Batch Processing Topics