Select Contacts To Process

Please choose the Contact Types to process in this batch. Each Contact Type performs a different function on the account. You may even run contact plans, post transactions and manage broken promises.

Events to be processed must be In Progress contacts previously scheduled on debtor accounts.

To previously schedule events to be processed through batch processing, schedule the contact on an individual account or run a contact plan on multiple accounts.

Please refer help topics on Contacts and Events for an explanation of the different functions each type of contact performs.

Selecting Contacts To Process

The Select Contacts to Process form is displayed when you choose Process Automatic Contacts in the Batch Processing form.

In order to use this feature properly, contacts must be properly set up when accounts are worked.

The information that is entered in the Contact form is used in the following processes. For instance, notes to write, or fields to edit or contact plans to run. All of these values are set in the Contact form.

Please refer to F1 help available from the Contact form for requirements of each Contact type that is scheduled.

All Automated Contacts

When this is selected, all fields will be checked and all Contact types will be included in this batch.

Selected Contacts Only

When this is selected, all fields will appear unchecked and you can choose which Contact types to include in this batch.

Activate Files

When checked, the Debtor's mode will be set to ACTIVE when the batch is run. When unchecked, this Contact type is ignored.

This will process all accounts regardless of the current setting of the Mode when you want to set it to ACTIVE by processing Activate contacts.

Commission Rates

When checked, a fixed commission rate will be set. When unchecked, this Contact type is ignored.

Commission Rate Plans

When checked, a commission rate plan will be assigned to the account. When unchecked, this Contact type is ignored.

Post Transactions

When checked, a transaction will be posted using transaction type details. This means you can post fees and other charges using contact plans. When unchecked, this Contact type is ignored.

Run Contact Plans

When checked, a Contact Plan will be run. When unchecked, this Contact type is ignored.

Status Changes

When checked, the Debtor's status will be changed. When unchecked, this Contact type is ignored.

Operator Assignments

When checked, an operator will be assigned to the Debtor any pending Contacts assigned to the previous Operator are reassigned to the new Operator. When unchecked, this Contact type is ignored.

Sales Assignments

When checked, a sales person / team will be assigned to the Debtor. When unchecked, this Contact type is ignored.

Edit Debtor Fields

When checked, fields are changed in the Debtor record. When unchecked, this Contact type is ignored.

Write Notes

When checked, a note is written to the Debtor's notes. When unchecked, this Contact type is ignored.

Broken Promises

When checked, Collect! will manage your broken promises. The contact plan assigned to broken promises will be run when a delinquent promise is found on an account. To set this up, you must switch ON 'Automatically manage promises' in the Payment Posting Options form and assign a contact plan to the 'Promise broken payment' option in that form. Please refer to the help on Payment Posting Options for details.

A promise is considered delinquent when no payment has been posted during the past payment period, (i.e., week, month or whatever Repeat period is displayed in the Promise Contact.)

Close Files

When checked, the Debtor's mode will be set to CLOSED and all pending contacts will be deleted unless the "Do not autodelete" switch is ON. In progress Promises and Transactions will be marked 'Completed'. When unchecked, this Contact type is ignored.

Help

Press this button for help on the Select Contacts To Process 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.

Select this to proceed with the batch process. The form that is displayed depends on the type of batch process you are preparing to run.