1) Contact series override 2) ACat override 3) Client override (from left to right) 4) Worker override 5) Owner override 6) Worker group override 7) Owner group override NOTE: The order of the overri...
This feature compares the patient's DOB with the current date to determine the current age of the patient. keywords: Smart code ? logic article ...
This feature checks to see if the account is in the New Business Processing Type. To determine this you can check the Account Process Status box on the account Audit notes screen. NOTE: The *NEW indic...
There are a few simple ways to determine how a Smart code gets applied to an account during the nightly processing: Check an account that got the Smart code and in the notes find the UserID that was u...
Overrides are designed to do DIFFERENT THINGS (decisions and actions to be taken, force user to enter notes etc.). However, there are some things that are related to the the definition of the smart co...
In smart codes, we have added more actions for each decision line in RMEx Version 4.0 In addition to the standard actions, you could use a + sign and set up more actions. We have added to the actions ...
This option is set up on the company information. Direct checks would apply the smart code when amounts or dates were changed. This logic has been extended to the credit card series option too. ...
If you are applying a Smart Code from the Linking Parameters AND want to make a decision on successful linking based on the information on the Primary Account your Smart Code will need to: 1) Duplicat...
This field requires you to enter a specific close code. The conditions will be met if that close code exists on any account within the link group. Keywords - Kbase Smart Codes Kbase Smart Code Quest...
SCORE=External Score - 1st field right of Scr on F10-Second detail screen SCORE2=2nd Score - 2nd field right of Scr on F10-Second detail screen SCORE3=3rd Score - 3rd field right of Scr on F10-Secon...