|
Quantrax Training: Setting Up a Company and other System Controls: This page is designed to walk you through creating a company from start to finish and can also be printed out to use as a checklist. It's also a good place to come back to every now and then as a refresher course, or to just learn more about options your not familiar with. Note: The “Definition” briefly explains the option, “Management Training Video” is the full length training, and “PDF of training” is a PDF of the PowerPoint used in the Management Training Video. Search for terms: Ctrl+F and enter search term |
|
Subject |
Used in/for |
Definition |
Management Training Video |
PDF of Training |
|
Company Information |
* Stores company demographics * Control times when users may or may not sign on * Stores ‘Special Password” (required for certain functions) Note: Only the Qmaster signon can be used when you first setup the “Company Information” |
|||
|
Security |
* Signing onto the system * Collector codes |
|||
|
Form Types |
* Used in the Letter Codes |
|||
|
Letter Codes Note: (Form type must be created) |
* Contact Series * Smart Codes * Payment Arrangements * Post Dated Checks * Payment Codes * Mail Return Entry |
|||
|
Contact Series Note: Must create a default contact series |
* Client Update * Smart Codes |
|||
|
Collector Codes Note: Must create a Default Collect & House Collector |
Used in: * Work Groups * Smart Codes * Reports Must setup: * Demographics * Owner/Worker Override (optional) * Case Limits * Linking Options * UserID’s * Legal/Pre Legal |
|
|
|
|
Close Codes |
* Accounts * Reports |
|||
|
Work Groups |
* Client update * Smart Codes |
|||
|
Description Codes |
* Smart Codes * Client Update * Letter Codes |
|||
|
QCats |
*Client Update * Smart Codes * System Generated |
|||
|
Fee Codes |
* Smart Codes * Client Update |
|
||
|
Balance Types |
* Payment Entry |
|||
|
Linking Parameters |
* Client Update |
|||
|
Payment Arrangements |
* Client Update |
|||
|
Smart Codes |
* Client Update * Most System Controls |
|||
|
System Parameters |
Definition |
|||
|
Payment Codes |
Used in: * Payment Entry * Statements Used to: * Force a “Follow-up Date” * Send receipt * Apply a Smart Code |
|||
|
Returned Mail |
* Apply Smart Codes * Close Accounts * Change Workers |
|||
|
Credit Reporting |
* Control amounts to credit report * Control to which bureaus to report to |
|||
|
Client Classification |
* Client Update Screen * Placement History by Client Classification |
|||
|
Account Status Codes |
* Smart Codes * Report “Analysis by Account Status Code” |
|||
|
Remitting Codes |
* Statements |
|||
|
State Options |
* Account Entry (Manual or Electronic) * Whenever a debtors address is changed |
|||
|
Client Update |
* Demographics * Salesman Code * Remitting Code * Commission Information (select one of the three) * Standard Rates * Fee Codes * Commission Codes * Link Code * Contact Series/Contact Series by Client * Collector Assignment * Standard Reports * Client Classification * Client Type * Credit Reporting |
|
|
Other System Controls Settings and Options
|
Subject |
Used in/for |
Definition |
Management Training Video |
PDF of Training |
|
Acat |
* Accounts Detail Screen to identify types of accounts * Smart codes for decision making * Contact Series * Collector Work groups |
|||
|
Account Status Codes |
* Account detail screen * Reports * Smart codes |
|||
|
Adjustment Codes |
* Payment Entry |
|||
|
Alphabetic Assignment |
* Client Update |
|||
|
Cell phone Scrubbing options |
* Identify phone numbers incorrectly identified as Lane lines or Cells |
|||
|
Client Access by UserID |
* System Security |
|||
|
Client Classifications |
* Client Update Screen * Per-case and Per-Letter charges |
|||
|
close code for primary |
* Linking – Change primary from closed accounts |
|
||
|
Collector Account Presentation |
|
|
|
|
|
Commission Codes |
* Client Update Screen to apply commission based on Payment. |
|||
|
Contact Series By ACAT |
* Client Update Screen |
|
||
|
Contact Series By CLIENT |
Client Update |
|||
|
Cost |
* Account Detail, Screen * Smart Codes |
|||
|
Custom Menu Setup |
* System Security * Allows you to customize the menus by UserID |
|||
|
Download Options for Contact Series |
* Daily operations Dialer Download |
|
|
|
|
Duplication Options |
* System Control Menu |
|||
|
Dynamic Score |
* System Control Menu |
|
|
|
|
Emailing Letters |
|
|
|
|
|
Events |
|
|
|
|
|
Financial Codes |
* Client Update (May require custom mod) |
|||
|
Interest |
|
|
|
|
|
Letter Control by User |
* Controls what letter a user can request * System Control |
|||
|
Letter Set Up |
|
|
|
|
|
Letter Translation |
* Prints a different letter other then the one requested * System Control |
|||
|
Local Zip Codes |
* Fee Codes |
|||
|
Location Codes |
* System Control * Allows you to make decisions based on geographical locations or designated areas |
|||
|
Medical Billing Options |
* Store information and/or interface with UB04 and 1500 forms |
|||
|
Nightly Processing |
|
|
|
|
|
On-line Client |
* System Control * Securely gives your clients access to your system
|
|||
|
Other Phones |
* I-Tel Dialer |
|||
|
Payment Adjustments |
|
|
|
|
|
Payment Arrangements |
* System Control |
|||
|
Post Dated Checks |
* Schedule an automated reminder letter * System Control menu |
|||
|
Prime Rate |
* System Control * Calculate interest over and above the current prime rate |
|||
|
Purge Options |
* Purge Menu |
|||
|
Smart Code-Categories |
* Smart Code Menu * Allows you to search Smart Codes more efficiently |
|||
|
Smart Code-Seq Message |
* Smart Code menu * Send a message to the user when an account is going to qualify for a specific Smart Code action line |
|||
|
User-Defined Windows |
* System Control Menu * Design Custom account level screens |
|||
|
User Activity Inquiry |
* System Security * Keep track of what areas of the system a user accesses |
|||
|
Zip Codes |
* Account Entry * System Security * Change, add, or update Zip Codes |