Account Setup

This feature changes the Account Setup Screen on the Debtor Presets tab of a Client's Account.

On the tab, select the Process Type of Account Setup.

• Select to change the settings on All Clients, a Client Group or a Client Set.

• Click the button to select if Debtors for this Client are Usually Individuals or Businesses.

• Select the Status code to be added to new claims.

• Select the Contract For code to be added to new claims.

• Select the Type code to be added to new claims.

• Select the Originator assignment field to be added to a new claim.  

• Select the Responsible assignment field to be added to a new claim.

• Select the Assigned From assignment field to be added to a new claim.

• Click the button.

A confirmation screen will appear.

Click the button to cancel the process. Click the button to continue and display the Protected Entry screen.

A message box will appear once the update is complete.

Click the to finish the process.