Happy New Year from the staff at Casetrackerlaw!! we would like to thank all of our clients and members for a fantastic year... We hope everyone has a safe and happy evening and we will see everyone back next year...
Thursday, December 31, 2009
Wednesday, December 30, 2009
Tables Settings Preview
No we're not inviting you to dinner or anything like that. We're talking about "table settings" in Casetrackerlaw's "settings" department. Most software has a "settings" department and we've just added a new feature to ours. It's called "Table Settings".
This new feature gives the administrator the option to change the columns that can be seen on all the "claim lists" and "reminder lists" in the system. In Table Settings" the columns can be moved around, removed or added and sorted by ascending or descending order. This feature gives you the freedom to see what you want to see and not what someone else thinks you should be able to see.
This new feature gives the administrator the option to change the columns that can be seen on all the "claim lists" and "reminder lists" in the system. In Table Settings" the columns can be moved around, removed or added and sorted by ascending or descending order. This feature gives you the freedom to see what you want to see and not what someone else thinks you should be able to see.
Tuesday, December 29, 2009
Sales - Uploading Leads to Casetrackerlaw
Casetrackerlaw has an extensive and elaborate sales department that is very user-friendly. Sales people come and go in companies and if you have a high turn-over in your sales department, an easy to learn software is important. It’s virtually idiot proof.
Once you’ve purchased your leads and downloaded them to your computer, you will clean them up by selecting the criteria you want to capture for your sales tool. The next step is to upload them to Casetrackerlaw and assign them to your sales staff right from the page you uploaded them to. Watch the video to see how easy it really is.
Once you’ve purchased your leads and downloaded them to your computer, you will clean them up by selecting the criteria you want to capture for your sales tool. The next step is to upload them to Casetrackerlaw and assign them to your sales staff right from the page you uploaded them to. Watch the video to see how easy it really is.
Thursday, December 24, 2009
Happy Holidays and Happy New Year
It's holiday time, and the staff at Casetrackerlaw would like to wish everyone HAPPIEST OF ALL HOLIDAYS and a healthy and prosperous NEW YEAR!
We will be closing down shop this afternoon at 12:00 & will reopen Monday, Dec. 28th....
Tuesday, December 22, 2009
Another Report - Reminder Type Report
Reminder Type Report
This report will display in a grid, all the sub-categories and reminders for all the claims in the system that have a reminder type selected. (Not all claims with reminders will also have a reminder type) This gives management the opportunity to monitor staff or collectors from one grid, simply by clicking on the number within the grid. This feature enables the administrator to effectively manage the sub-categories in order to maximize the efficiency of the staff. This equates to increased proficiency with your staff which then increases your bottom line. In today’s economy, managing effectively can make the difference between a legacy or a consequence.
The Casetrackerlaw staff would like to help you create your legacy by making sure the software you purchase is cutting edge in technology and will keep you from having to deal with business consequences in the future.
Visit our web site and check out the training videos located at the top of the page and you can also request a tour of Casetrackerlaw while you're there.
This report will display in a grid, all the sub-categories and reminders for all the claims in the system that have a reminder type selected. (Not all claims with reminders will also have a reminder type) This gives management the opportunity to monitor staff or collectors from one grid, simply by clicking on the number within the grid. This feature enables the administrator to effectively manage the sub-categories in order to maximize the efficiency of the staff. This equates to increased proficiency with your staff which then increases your bottom line. In today’s economy, managing effectively can make the difference between a legacy or a consequence.
The Casetrackerlaw staff would like to help you create your legacy by making sure the software you purchase is cutting edge in technology and will keep you from having to deal with business consequences in the future.
Visit our web site and check out the training videos located at the top of the page and you can also request a tour of Casetrackerlaw while you're there.
Monday, December 21, 2009
Spelling: Continued
Continued: Spelling: A Big Issue
We have found that the most miss-spelled words in the collection industry are Pursue, pursuit, judgment, guaranty & collectible. Let me explain how Casetrackerlaw has come up with a way to get around this problem.
When a collector is working on a claim and needs to update the client with a status regarding this claim, the collector can select a status from a list that relates to the issue and the text for the update is already available. The collector doesn’t have to worry about how things are spelled. They have more important things to do, like collect your money. Let me explain a little more. Let’s say a boss wants you to update an important client regarding a detailed issue pertaining to a claim. The collector can select the correct status update and the text will automatically appear, spelling, punctuation and grammar all taken care of. The client is updated professionally and understands what the collector is saying. There is no need to make a phone call in order to have someone explain the update.
Visit Casetrackerlaw.com and watch the video to see how this feature works.
We have found that the most miss-spelled words in the collection industry are Pursue, pursuit, judgment, guaranty & collectible. Let me explain how Casetrackerlaw has come up with a way to get around this problem.
When a collector is working on a claim and needs to update the client with a status regarding this claim, the collector can select a status from a list that relates to the issue and the text for the update is already available. The collector doesn’t have to worry about how things are spelled. They have more important things to do, like collect your money. Let me explain a little more. Let’s say a boss wants you to update an important client regarding a detailed issue pertaining to a claim. The collector can select the correct status update and the text will automatically appear, spelling, punctuation and grammar all taken care of. The client is updated professionally and understands what the collector is saying. There is no need to make a phone call in order to have someone explain the update.
Visit Casetrackerlaw.com and watch the video to see how this feature works.
Friday, December 18, 2009
Can Your Staff Spell?
Spelling: A Big Issue
Have you ever received a correspondence and while you’re reading, you notice a lot of miss- spelled words or grammatical errors? Does it irritate you that the professional people you are trying to do business with don’t know or even care what they are sending out the door for other professional people to read? Or do you have people in your office who are really good at what they do but don’t know how to spell? What do you do about this? Send them back to school? Hold spelling & grammatical classes in the office during the work day? I don’t think so…what to do? My chief has partially resolved this issue, come back tomorrow to read about the resolution…
Have you ever received a correspondence and while you’re reading, you notice a lot of miss- spelled words or grammatical errors? Does it irritate you that the professional people you are trying to do business with don’t know or even care what they are sending out the door for other professional people to read? Or do you have people in your office who are really good at what they do but don’t know how to spell? What do you do about this? Send them back to school? Hold spelling & grammatical classes in the office during the work day? I don’t think so…what to do? My chief has partially resolved this issue, come back tomorrow to read about the resolution…
Wednesday, December 16, 2009
Status By Date Report - What? Who? Why?
Status by Date Report: What, Who, Why?
Status by Date is a report that gives the administrator the ability to view the claims that have had the status changed for a given time frame. Many things can be done by the administrator from this page alone. The administrator has the options of assigning reminders to a collector, changing the reminder and reminder date, generate a demand letter, add notes, change the status and add a comment.
For example: the administrator wants to find out how many claims have had their status changed to “waiting for response from client” for a specific time frame. This is important because a claim is not moving forward if a collector is waiting for a response. The administrator can add a new reminder note and reminder date and select another staff person to call the client for a response. This will help keep your claims moving forward instead of sitting and waiting. A demand letter can be generated and printed for all claims or just a few selected claims from the letter wizard. (I will talk more about the letter wizard later) The status and status comment can also be changed from this page. There is also the option to generate a summary into a PDF hard copy or you can download claim information into a CSV format.
Being able to accomplish many things from one page saves you time… and time is $$. We will be publishing a video on the Status by Date feature soon, so stay with us.
I’ll be talking about “spelling” and its effects on business in my next blog…
Status by Date is a report that gives the administrator the ability to view the claims that have had the status changed for a given time frame. Many things can be done by the administrator from this page alone. The administrator has the options of assigning reminders to a collector, changing the reminder and reminder date, generate a demand letter, add notes, change the status and add a comment.
For example: the administrator wants to find out how many claims have had their status changed to “waiting for response from client” for a specific time frame. This is important because a claim is not moving forward if a collector is waiting for a response. The administrator can add a new reminder note and reminder date and select another staff person to call the client for a response. This will help keep your claims moving forward instead of sitting and waiting. A demand letter can be generated and printed for all claims or just a few selected claims from the letter wizard. (I will talk more about the letter wizard later) The status and status comment can also be changed from this page. There is also the option to generate a summary into a PDF hard copy or you can download claim information into a CSV format.
Being able to accomplish many things from one page saves you time… and time is $$. We will be publishing a video on the Status by Date feature soon, so stay with us.
I’ll be talking about “spelling” and its effects on business in my next blog…
Management of Collecting
Blogging on the internet…A perfect way to talk about what you’re passionate about and millions of people will read about that passion. Casetrackerlaw is passionate about collection software and there are a lot of people interested in collecting money so the two go together like peas and carrots.
Management, in any business, but particularly in the business of collecting delinquent debt, is vital and having the right tools to manage that debt is a major issue. Let me tell you about the newest tool that I have been assigned to test. It’s called “status by date” report. This report will give the administrator the ability to assign a reminder & change the reminder date, generate a letter, add notes for the collector or change the status & add a comment…I will tell you more about our newest tool tomorrow.
Management, in any business, but particularly in the business of collecting delinquent debt, is vital and having the right tools to manage that debt is a major issue. Let me tell you about the newest tool that I have been assigned to test. It’s called “status by date” report. This report will give the administrator the ability to assign a reminder & change the reminder date, generate a letter, add notes for the collector or change the status & add a comment…I will tell you more about our newest tool tomorrow.
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