No fee code involved: You can change the commission rate on an account by putting a Y in the smart code field recalculate commission (Y). This will recalculate the commission based on the current rate...
The override field is a 4 character field. ACat and contact series overrides should be entered into the 1st 2 positions. Keywords - Kbase Contact Series Kbase ACat Override Positions...
The Phone exists options only check for numbers that appear on the account detail screen. To check for number in Tab+ you need to use the ? logic field OTHERPHONECODE Keywords - Kbase Phone Exists...
If there is nothing in the field Sel. YWPRS The system should post all standard notes (from back screen) immediatley If there is something in the field: Sel. YWPRS The system should wait and post all ...
The number of times you hit the F12 key after keying in the + or - sign determines the number of lines inserted or removed E.g: You key in the + on the 1st line and hit F12 twice you will get 2 lines ...
The base smart code must be set up to duplicate in order for the overrides to duplicate Keywords - Kbase Smart Codes Kbase Smart Code Overrides ...
This field does not include inactive closes when making a decision. All other accounts are included. Keywords - Kbase Smart Codes Kbase Smart Code...
HASATTORNEY – only checks to see if the F2 attorney screen is populated on the account that the smart code is applied to LINKATTORNEY - checks to see if the F2 attorney screen is populated on any acco...
Making decisions (on a linked group) based on the primary. An example of this would be if you score accounts and only put the scores on the primary. You may want to take actions on all the linked acco...
When you see: Stopped - SM needed on the F10 audit notes screen, that means the account the smart code was applied to, did not meet the criteria built in the smart code. Go back and review the smart c...