Using and Understanding the Activate (Y,I) Feature

• Enter a "Y" (leave close codes field "blank") to automatically change the primary account to the newest open account (most recent placement date) found, if the primary is closed with any close code.                                             
• Entering a "Y" and populating the close codes field will automatically change the primary account to the newest open account (most recent placement date) found, only if the primary is closed with the close codes you have listed.                  
• Enter an "I" (leave close codes field "blank") to automatically change the primary account to the newest open account (most recent placement date) found, only if the primary is closed with an inactive close code.                                
• Entering an "I" and populating the close codes field will automatically change the primary account to the newest open account (most recent placement date) found, if the primary is closed with any inactive close code or any of the close codes you have listed.

Keywords - Article Primary