Dialer Export

From the main screen of CollectMax, click the button to display the Network Processes Screen.

Select the Dialer Interface and click the button.  

Users may also double click on the Interface Name.

The Dialer Export Screen will be displayed.

Before exporting a file, setup the  Dialer Export Options.  

Once the options have been set, users can narrow the selection of accounts down by the following criteria:

• Client:  Select All Clients, A Client Group, A Single Client or a Client Set.
• Assigned From:  Select All Assigned From or a Single Assigned From Code.
• Receiving Attorney: Select All Receiving Attorneys or a Single Receiving Attorney.
• Originator:  Select All Originators or A Single Originator.
• Responsible:  Select All Responsible Attorney/Collectors or a Single Responsible Attorney/Collector.
• Type:     Select All Type Codes, Type Codes from a List or a Single Type Code.
• Status:   Select All Status Codes, A Status Code Range or Status Codes from a List.
• Account Exclusions:  Exclude accounts that have a Do Not Contact assigned, or are Bankrupt or have a Defending Attorney Assigned.
• Select the Export Name (File Name).  The will default to Auto Dialer.  Users can change the name of the export file name.  It is recommended that user select a unique name each time.  

For Example:  Autodialer01012006

For Advanced Selection Criteria, click the button to display the Dialer Advanced Options Screen.

User can continue to narrow down the accounts to be selected for the export file from the following advanced selection criteria.

• Placement Date Range:  Enter the placement date range of the account to be included in the export file.  The placement date is the date the account was placed/opened with the firm.
• Balance Range:  Enter the balance range of the accounts to be included in the export file.  Accounts outside the balance range will not be included in the export file.
• Account Number Range:  Enter the range of accounts numbers to be included in the export file.  Accounts outside the account number range will be excluded from the export file.
• Zip Code Range:  Enter the range of zip codes to be included in the export files.  Accounts with zip codes outside of this range will be excluded for the export file.
• Action Items:  Select to narrow the selection criteria by action items.
• Legal:   See Legal.

After selecting the advanced options click the button to exit the screen.

• Click button.   Select to print the export report to Screen (recommended), Printer or File.