This feature allows users to add a colored indicator box to the upper right corner of the debtors screen for selected clients. The colored blocks are set by status, status range or custom special process.
On the main menu bar of CollectMax,
select 
. On
the menu list,
select Codes and Claim State Indicator to bring up the Claim State Indicator Definition Screen.
For each
color, enter the beginning status code and the ending status code from
the 
list.
To select
one status code, enter it in both fields. In
the Custom Text field enter text up to 10 characters to be shown in the
indicator box.
For Example:
For every
account with 105 status a 
box will appear in the upper
right corner of the screen.
From
the Main Screen of CollectMax, click the
button.
On the Client Find screen, select to find
the client by ID or Name. Highlight
the Client in the list and click the 
button.
Select the 
tab and click
the 
button to pull up the Claim State Indicator Settings
Screen.
Select the
button next to Enable Status Range CSI
for the Client.
Note: It is recommended that all users be out of CollectMax before saving the CSI settings.
Click the
button to begin the process.
A warning message will appear.
Click the
button to continue the process. If
the client has a large number of debtors the process could take awhile
to process.
Once the process is complete, a completion message will appear.
Click the
button to exit the message, and the 
button
to exit the settings screen.
From the Main Screen of CollectMax, click
the button.
On the Client Find screen, select to find
the client by ID or Name. Highlight
the Client in the list and click the button.
Select the tab and click
the button to pull up the Claim State Indicator Settings
Screen.
Select the
button next to Enable Status Range CSI
for the Client.
Note: It is recommended that all users be out of CollectMax before saving the CSI settings.
Click the
button to begin the process.
A warning message will appear.
Click the
button to continue the process. If
the client has a large number of debtors the process could take awhile
to process.
Once the process is complete, a completion message will appear.
Click the
button to exit the message, and the button
to exit the settings screen.
Special Claim State Indicator Processes are custom projects. Please contact Sales for more information.
This is a Version 3 Feature. For information in obtaining this or another feature, please contact the Sales Department.