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The Smart Code Series

A smart code series is a way to automate the application of smart codes.

  • Smart codes are applied a specified number of days apart 
  • A smart code series can be automatically started for all accounts based on the way the client master is set up
  • A smart code series can also be started by a smart code being applied to the account

Some uses of this feature would be:

  • To periodically check an account to make sure it was being worked
  • To close an account and return it to the client after a certain number of days, provided there was no potential to collect the account
  • To keep an account out the collectors work queues

Note: A followup date will over ride the smart code series. IF there is a follow up date on the account, it will present to the collector even if there is a smart code series.



Keywords - Article Smart Code Series

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