When a user applies a smart code, you may wish to check certain conditions before allowing the user to proceed. E.g. In order to transfer an account to a skip-tracer it must not have a phone number an...
This will address the basic things to look for. There are more specific Q&A entries that you can look for. 1) Is the smart code program running? To verify, work with active jobs. From a command line, ...
Smart code overrides is a feature which allows a single smart code to behave in different ways, depending on different circumstances. (E.g. the client, type of account, user who owns the account etc.)...
A smart code could be used to open a closed account. (A special code can be entered in the close code area of the actions, or the option to open linked accounts could be selected) If one of the option...
The follow-up/promise date can be removed from an account in different ways: When the smart code window is displayed, keying in 999999 in the follow-up date field will remove the follow-up date from t...
Smart codes are processed in the order that they were entered. However, if multiple smart codes were entered manually and one of those smart codes applied another smart code from the action line, it w...
Within a smart code there are several conditions which can be checked and action taken based on the results. One of the items which can be checked is the age of the account. There is a code which will...
Smart codes can be set up to make decisions based on a range of circumstances. Sometimes you may wish to have different rules for debtors who have paid. There are several options which can be used in ...
When the system applies smart codes it uses unique user IDs to identify the parameter, option or feature that generated the smart code. Below is a list of these user IDs: *SS – Applied by a smart code...
It may sometimes be necessary to highlight certain notes in order to get a collector's attention. An example would be notes which are entered by management and provide important instructions to a coll...