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Smart Code Series Options

  • ** Smart Code Series - Definition, Training and Documentation **

    Click on bullet below to view information: Definition (length - 00.10 sec) Training (length - 04.55 mins) Documentation   Keywords - AudioA Smart Code Series Video Smart Code Series Training Smart Cod...

  • Presenting an Account to be Worked while in a Smart Codes Series

    By default accounts in a smart code series will not present in account processing. To present an account you must enter a Y in the smart codes series system controls field Select for account processin...

  • Retroactive Smart Code Series

    A smart code series can be set up to use the date the account was placed to make the 1st sequence (or action) take place A “Y” in the field “use placement date for first seq# (Y)” will tell the system...

  • The Smart Code Series

    A smart code series is a way to automate the application of smart codes. Smart codes are applied a specified number of days apart  A smart code series can be automatically started for all accounts bas...

  • Changing an Existing Smart Code Series and the Effects on Existing Accounts

    The effects of changing an existing smart code series depends on the sequence that is being changed and the sequence the account resides in. E.g: If an account is currently in sequence 2 (F10 screen r...