*Major changes have been made in this release to accommodate the Reg-F rules
December 6th, 2021 – Infrastructure and database changes
New fields for the account master file
New fields for itemization
Activating Reg-F edits at the client level
Force itemization amounts
“Set itemization date to T-”
Itemization code “P” special logic
Tracking validation notices
Update transaction files
On-line client account entry
Changes to account inquiry
Validation notice and return mail
Validation notices and credit reporting
Changes to the letter-failed report
New merge codes
Managing the 7 in 7 rule
E-mailing clients
Data extracts
Smart codes
Masking changes
Smart code shortcuts
Attention key menu
February 8th, 2022 – FTP module change
March 5th, 2022 – “Go to Reference” field added
March 7th, 2022 – Planning for text messaging with SBT
March 7th, 2022 – Stop all letters in letter translation
March 7th, 2022 – Linking points value
March 13th, 2022 – Collectors able to view other collector’s work map
March 14th, 2022 – Commission rate added to edit report
March 14th, 2022 – Entering phone numbers under Tab+ on Manual Entry
NETWORK SUPPORT
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