The below command should only be used when setting this feature up for the 1st time or when changes have been made to the close codes for changing primary accounts system controls. Make sure the syste...
Click on bullet below to view information: Definition Training Documentation...
Information such as: Attorney information Description codes QCats ACats Account status Is not moved to the new primary account because that type of information is kept at the account level and not on ...
RMEx will look at accounts that closed during the day and any new business accounts loaded during the day; will change the primary to the newest open account (most recent placement date) found. (To kn...
Enter a Y (leave close codes field blank) to automatically change the primary account to the newest open account (most recent placement date) found, if the primary is closed with any close code. ...
Information such as: Direct checks Post dated checks Payment arrangements Credit cards used for payment arrangements Financial profile screens Detailed skip tracing information Data for special lette...