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RMEx 6.1 Mar 14, 2022 updates (PTF)


*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


RMEX61_Updates_MAR_14th_2022.pdf

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