How to Attach an Account Member to a Debtors Account

1. From a debtor's account, click the button. The Members for Account screen will appear.

This screen will list any already attached account members and their association to the account.

2. Click the button. The Attach Member screen will appear.

3. Select the Member Type. The CollectMax system has the most common member types already pre-programmed. Click the button and select from the following list.

BnkRpty Atty: Bankruptcy Attorney
Corp Officer: Corporate Officer
Defend Atty: Defending Attorney
Bank
Employer
Insurance Co: Insurance Company
Judge: Trial Judge
Med Provider: Medical Provider
Minor Child
Misc Entity: Miscellaneous Entity
Plaintiff
Patient
Reg Agent: Registered Agent
Sheriff
Sec of State: Secretary of State
Trustee

4. CollectMax also allows users to define their own member types. If the member type you need is not in the above list. Click the button to add a new member type.

5. Next, Select the Association. Click the and choose which debtor or claim to associate to this member.

6. At the bottom of the screen will appear a list of the members previously added under this member type.

Scroll to find the existing member or type the name into the find field.

7. Users can click the button to get more details about the member or make changes to the member.

Note: Any changes to an existing member will effect all debtors attached to this member. A warning message will appear, click the button to finalize the changes.

8. A record of all changes of this member will be listed in the member history. Click the button to review this history.

9. If the member is not in the list, click the button to create a new member. The add member screen will appear.

10. Enter the following information.

Select Business or Individual for the Member Is field.
Enter the Name of the Member
Enter the Address lines 1 and 2
Enter the City. Click the to select or add a city code that will enter the city, state and zip automatically.
Enter the State
Enter the Zip
Enter the Social Security Number or Employer Identification Number
Enter phone numbers
Enter the county
Enter the salutation
Enter email information

11. Click the button to add the member to the list of existing member.

12. Once the member has been selected, click the button to attach the member. A confirmation message will appear.

13. Click the button to finalize the addition process.

14. To delete an Account Member, see How to Delete an Account Member.