Collection Agency Interface Job Fields
Complete the following fields to process the Collection Agency Interface job.
Collection Agency Interface Job Fields
| Field Name | Field Description |
|---|---|
| Locations | Click  to select the locations that contain the data for the activity.
|
| Export Type | From the drop-down list, select the export format type to create. |
| Case Categories | Type the case category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click  or press F4 to search for and select multiple codes.
|
| Collection Status | From the Initial and Recall drop-down lists, select the collection statuses that will represent the initial referral and recall for payment plans. |
| Collection Status Events | From the Initial drop-down list, select the case event that will represent that the case has been referred to collections.
From the Recall drop-down list, select the case event that will represent that the case has been recalled from collections.
From the Update drop-down list, select the case event that will indicate that an update has been sent to collections when the balance or
party data has changed.
From the Close drop-down list, select the case event that will indicate that the balance has changed to zero and the referral is closed.
|
| File Name | Type the file name to be used for this job. |