Automatic Court Assignments

The Auto Court feature allows users to set rules for an automatic selection of courts for debtors accounts.

 Court Code Settings

From the menu bar of CollectMax, select Definitions, Codes, Court/Payee

to display the Add Court Code Screen.

Select a court and click the button to display the Modify Court Code Screen.

In the Auto Court section, the qualifying codes and balance range for this court.

• Zip Codes:  Select the Zip Codes (either debtor or client/plaintiff) in which this court has jurisdiction.
• County Codes:  Select the County Codes (either debtor or client/plaintiff) in which this court has jurisdiction.
• Balance:  Select the Balance Range of accounts in which this court has jurisdiction.

 Balance Range

Enter the Balance Range of that the Court has jurisdiction over.   Enter the beginning balance to the ending balance within the range.   

For Example:   

 Adding a Zip Code to the List

To add a zip code to this list, click the button to display the Zip Code Screen.

Type the Zip Code to be added in the Zip Code Field.  Click the button to add it to the Zip Code List.  Continue to add Zip Codes until all are added.  

Click the button to exit.

 To Add a Court Code to the List

To add a court code to this list, click the button to display the County Code List Select Screen.

Select the court code from the list and click the button to add it to the Selected List.  Continue to move codes on to the Selected List until all have been added.

Click the button to exit.

Click the button.

 Client Level Auto Court Settings

On the Client Account, select the Settings Tab

Click the button to display the Auto Court Screen.

If accounts under this client should be available for the auto court feature, click the box next to No Auto Court Assignment.

Select the settings the debtors attached to this client should use when assigning a court code from the Auto Court Settings Box.

By Debtor Zip:   Auto Court will select the court based on the Debtor's Zip Code.

By Debtor County:  Auto Court will select the court based on the Debtors County.

By Client/Plaintiff Zip:  Auto Court will select the court based on the Zip Code of the Client unless there is a plaintiff on the account then the court will be assigned by plaintiff's zip code.

By Client/Plaintiff County: Auto Court will select the court based on the County Code of the Client unless there is a plaintiff assigned to the account.   If a plaintiff is assigned then the court will be based on the county code of the Plaintiff.

 Manually Selecting a Court on an Account

On the debtor's account screen, access the litigation screen.

Click the button.  CollectMax will assign the court based on Court/Payee Code and Client settings.   

If the account matches more than one court.  All courts will be listed and the user can select the proper court.

Select the proper court and click the button to assign the court.

If the account matches no court, a no match message will be displayed.

Click the button.  Check the Client Settings and Court/Payee Settings including the balance range to find why no Court was found.

Selecting the Court by Batch

See Batch Auto Court Assignments