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...
Anytime a smart code is applied, even when a smart code applies another smart code, the override will be applied. Keep in mind, the order the overrides will be applied: 1) Contact series override 2) A...
(length - 01.50 mins) Keywords - Video Smart Codes Video Smart Code Video Queues Video Queue Training Smart Codes Training Smart Code Training Queues Training Queue...
By default, when a smart code is applied from the action line it does not duplicate. If you want the smart code to duplicate you must: When you set up the smart code action line to apply a smart code ...
If you have the field “phon (YN)” on the front screen populated and you have the field “phone# exists on one account (Y,N)” in the X-logic screen populated on the same line, you may be confusing the s...
If a smart code is set up to apply other smart codes and those smart codes in turn apply other smart codes you could potentially create an issue where the same smart codes get applied over and over. Q...
The arrangement will be set up when the smart code processor updates the account. Keywords - Kbase Payment Arrangement...
The client payment arrangement parameters. Keywords - Kbase Payment Arrangements Kbase Payment Arrangement...
When making a decision on the ? logic for social security numbers you need to keep in mind: Social security numbers are 9 digits The condition requires 9 digits entered There are no assumed digits inc...
It is very important that you set up a smart code to be used when a payment arrangement is set up. The payment arrangement details must be set up using the special screen from within the account detai...