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Smart Code Series Options

  • 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

     When a smart code series is changed, it does not take effect on an account immediately. The Account ALREADY calculated when the next date an action will take place. AFTER that action it will look at ...