Thanksgiving is the day when we give thanks for the things we have and Memorial Day is the day when we give thanks to those who sacrificed their lives so we can have the things that we have.
CasetrackerLaw and its staff would like to personally thank the men and women and their families for the personal sacrifices they make every day for America and the American people.
The staff at CasetrackerLaw will be enjoying a long 3 day weekend and will be back in the office on Tuesday, June 1st. We hope you all have a safe and healthy weekend.
Friday, May 28, 2010
Thursday, May 27, 2010
Blue Claim Tabs - Promised Payments
CasetrackerLaw is a completely web based collection software that gives administration the ability to give their staff access to a multitude of “blue claim tabs” that perform different procedures. There are almost 40 different actions that can be performed by the collector. One of them is “promised pmt”.
In order to schedule regular and irregular payment plans and promised payments within the collection tool, the collector will select the blue tab “promised pmt”. Select the payment plan option you want, fill in the fields and submit. The scheduled payments will be listed on this page and if pre-selected when scheduling the plan, in the collectors “reminders” list as well. When the scheduled payment date comes due, the payment reminder will show up on the collector’s reminders list.
Also, there is a red “access tab”; “debtor promised reminder” located under the dashboard that if selected will display all the claims that have a payment plan scheduled. A collector can work from this page so that any claim that has a promised payment, current or past due, can be called immediately and the claim can be updated.
For more information on any of the great time-saving features within the CasetrackerLaw system, visit our website or give us a call and book a quick online demo.
www.casetrackerlaw.com / 800-270-1197
In order to schedule regular and irregular payment plans and promised payments within the collection tool, the collector will select the blue tab “promised pmt”. Select the payment plan option you want, fill in the fields and submit. The scheduled payments will be listed on this page and if pre-selected when scheduling the plan, in the collectors “reminders” list as well. When the scheduled payment date comes due, the payment reminder will show up on the collector’s reminders list.
Also, there is a red “access tab”; “debtor promised reminder” located under the dashboard that if selected will display all the claims that have a payment plan scheduled. A collector can work from this page so that any claim that has a promised payment, current or past due, can be called immediately and the claim can be updated.
For more information on any of the great time-saving features within the CasetrackerLaw system, visit our website or give us a call and book a quick online demo.
www.casetrackerlaw.com / 800-270-1197
Wednesday, May 26, 2010
Uploading Claims & Leads
Do you manually add claims or sales leads onto a spreadsheet or into a database of some kind? If so, then you know how time consuming it is and you know that time is money.
The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.
Uploading claims: Go to “Interfaces” located in the red “access tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.
Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.
Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.
For more information on this cool feature, give us a call and schedule a personal online demo.
www.casetrackerlaw.com / 800-270-1197
The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.
Uploading claims: Go to “Interfaces” located in the red “access tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.
Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.
Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.
For more information on this cool feature, give us a call and schedule a personal online demo.
www.casetrackerlaw.com / 800-270-1197
Tuesday, May 25, 2010
Statute Of Limitations
This report is determined by the information in the “statute of limitations” field. This field is located under “claim info” in the blue tabs of every claim. Before this report is generated, the columns across the top of the generated report can be pre-selected by the administrator to display the information that is the most important.
Choose a time-frame; then generate reports and with 2 clicks, you have a report that displays the information that had been pre-selected. All of the columns across the top can be sorted in ascending or descending order. This is good if one wants to see all the claims with the same “status” or maybe the total amount placed is needed for all the claims in the system has a “statute of limitations” with a particular time-frame. Attorneys will find this report helpful for determining the claims with statutes that are going to be expiring.
For more information on this report or any of the features or functions of the CasetrackerLaw system, visit our website or give us a call. www.casetrackerlaw.com / 800-270-1197
Choose a time-frame; then generate reports and with 2 clicks, you have a report that displays the information that had been pre-selected. All of the columns across the top can be sorted in ascending or descending order. This is good if one wants to see all the claims with the same “status” or maybe the total amount placed is needed for all the claims in the system has a “statute of limitations” with a particular time-frame. Attorneys will find this report helpful for determining the claims with statutes that are going to be expiring.
For more information on this report or any of the features or functions of the CasetrackerLaw system, visit our website or give us a call. www.casetrackerlaw.com / 800-270-1197
Monday, May 24, 2010
Status Date Report
When a client is updated regarding a claim; they will receive the update in two ways, via the CasetrackerLaw system and they will receive an email through the email on file for their company. The update they receive is dated and time-stamped with a “claim status” selected by the collector and a note or comment regarding the claim or customer. When the “claim status” is selected, there is a drop-down menu with a multitude of options to choose from.
This report will ask you to supply a status start date and ending date; optional, the “status type” and the direct creditor/forwarder. The generated report will display all the claims in the system with the “status type” selected for the selected time-frame; if included. Also displayed across the top are the fields that can be preselected by administration. If no time-frame is selected; “all” the claims in the system with the same “claim status” will be displayed.
The bottom of the report shows 5 different quadrants that work independently of each other. First there is the option to add a reminder for a collector with a reminder date, a note if needed, the collector receiving the reminder, the priority and the reminder type. next the option to send a letter. The letter is -chosen from a drop-down menu; the letters listed are stored in “Quick Prints”, found in the blue tabs of any claim. The next quadrant gives the option to add a manually added note to the claim “notes” as an internal note; also found in the blue tabs of each claim. The final quadrant gives administration the option to generate a summary in a PDF format or to download claims Information to a CSV format.
Visit our website for more information: www.casetrackerlaw.com / 800-270-1197
This report will ask you to supply a status start date and ending date; optional, the “status type” and the direct creditor/forwarder. The generated report will display all the claims in the system with the “status type” selected for the selected time-frame; if included. Also displayed across the top are the fields that can be preselected by administration. If no time-frame is selected; “all” the claims in the system with the same “claim status” will be displayed.
The bottom of the report shows 5 different quadrants that work independently of each other. First there is the option to add a reminder for a collector with a reminder date, a note if needed, the collector receiving the reminder, the priority and the reminder type. next the option to send a letter. The letter is -chosen from a drop-down menu; the letters listed are stored in “Quick Prints”, found in the blue tabs of any claim. The next quadrant gives the option to add a manually added note to the claim “notes” as an internal note; also found in the blue tabs of each claim. The final quadrant gives administration the option to generate a summary in a PDF format or to download claims Information to a CSV format.
Visit our website for more information: www.casetrackerlaw.com / 800-270-1197
Friday, May 21, 2010
The State of Ohio
Today is Friday and I’m not going to talk about software.
Every state has an interesting history and trivial little things that, if you weren’t originally from that state, you wouldn’t know about them. I’m going to talk about my home state, Ohio. I moved to Florida with my family when I was 6 years old so I didn’t learn much about Ohio until I grew up and moved away.
The name Ohio comes from an Iroquois word meaning “big river” and is known for being the “Buckeye State” because of the Ohio buckeye trees that flourish within its borders. It was designated the official state tree in 1953. The word buckeye comes from the Indian…they thought the nut resembled the color and shape of the eye of a buck. Ohioans have referred to themselves as “buckeyes” since the presidential election of 1840.
I remember that Ohio had 4 seasons and you knew when they were occurring. Spring is cool and a lot of things are starting to bloom and turn green; a bright green. Summer is hot and humid; but all the leaves and grass are a darker green and there are gardens in bloom in backyards. Fall is so colorful with all the leaves changing. When I was a kid, fall also meant the smell of burning leaves in the air or chimney smoke from the neighborhood houses. Winter meant very cold weather with snow covering everything and ice cycles hanging from the garage roof. I loved growing up in Ohio.
Every state has an interesting history and trivial little things that, if you weren’t originally from that state, you wouldn’t know about them. I’m going to talk about my home state, Ohio. I moved to Florida with my family when I was 6 years old so I didn’t learn much about Ohio until I grew up and moved away.
The name Ohio comes from an Iroquois word meaning “big river” and is known for being the “Buckeye State” because of the Ohio buckeye trees that flourish within its borders. It was designated the official state tree in 1953. The word buckeye comes from the Indian…they thought the nut resembled the color and shape of the eye of a buck. Ohioans have referred to themselves as “buckeyes” since the presidential election of 1840.
I remember that Ohio had 4 seasons and you knew when they were occurring. Spring is cool and a lot of things are starting to bloom and turn green; a bright green. Summer is hot and humid; but all the leaves and grass are a darker green and there are gardens in bloom in backyards. Fall is so colorful with all the leaves changing. When I was a kid, fall also meant the smell of burning leaves in the air or chimney smoke from the neighborhood houses. Winter meant very cold weather with snow covering everything and ice cycles hanging from the garage roof. I loved growing up in Ohio.
Thursday, May 20, 2010
Settlement Report
The “settlement report” will tell administration the total amount of settlements for any given time frame and who the settlements are for.
This report is one of the easiest to run. A few clicks of the mouse to select a time frame and then generate reports. Displayed across the top of the report are the fields that have been pre-selected by administration before the report is run. If “claim ID” is selected as a field, the claim ID number will display in red which means if clicked, the claim will open and can be viewed in more detail. At the bottom of the report are the settlement totals for the selected time frame, the total amount paid and the total amount due.
For more information on the reports included with every CasetrackerLaw system, visit our website or give us a call. When you visit, view a video, request an online demo or check out the screen shots at the bottom of the page.
www.casetrackerlaw.com / 800-270-1197
This report is one of the easiest to run. A few clicks of the mouse to select a time frame and then generate reports. Displayed across the top of the report are the fields that have been pre-selected by administration before the report is run. If “claim ID” is selected as a field, the claim ID number will display in red which means if clicked, the claim will open and can be viewed in more detail. At the bottom of the report are the settlement totals for the selected time frame, the total amount paid and the total amount due.
For more information on the reports included with every CasetrackerLaw system, visit our website or give us a call. When you visit, view a video, request an online demo or check out the screen shots at the bottom of the page.
www.casetrackerlaw.com / 800-270-1197
Wednesday, May 19, 2010
Remittance Report
The phone rings and it’s a client wanting to know when they will be receiving their money. So the administrator clicks on the reports tab and selects “Remittance Report”. This report will display the information that is needed in order to answer the big question; “when will I get my money?”
When this report is selected, up comes a dialog box that gives one the ability to put in a time frame, select a direct creditor/forwarder and a choice of viewing the active claims, all the claims or only the closed claims. Click, generate reports and the report that comes up will show each claim ID in red so it can be opened and viewed in more detail. Also, displayed across the top are fields which are preselected by the administrator. These fields can be preset in the “settings” section found next to the “remittance report” under reports. The last two fields “remit” and “collection rate” are set and cannot be changed. At the bottom of the report are the totals for how much money was received, how much will be remitted and the total fees collected.
Using the many reports in the CasetrackerLaw system will, along with all of the other great features, save companies and business, time and money.
Visit our website…we’ve done some remodeling. View a few of the videos from the CLLA Conference held in Chicago recently.
www.casetrackerlaw.com / 800-270-1197
When this report is selected, up comes a dialog box that gives one the ability to put in a time frame, select a direct creditor/forwarder and a choice of viewing the active claims, all the claims or only the closed claims. Click, generate reports and the report that comes up will show each claim ID in red so it can be opened and viewed in more detail. Also, displayed across the top are fields which are preselected by the administrator. These fields can be preset in the “settings” section found next to the “remittance report” under reports. The last two fields “remit” and “collection rate” are set and cannot be changed. At the bottom of the report are the totals for how much money was received, how much will be remitted and the total fees collected.
Using the many reports in the CasetrackerLaw system will, along with all of the other great features, save companies and business, time and money.
Visit our website…we’ve done some remodeling. View a few of the videos from the CLLA Conference held in Chicago recently.
www.casetrackerlaw.com / 800-270-1197
Tuesday, May 18, 2010
Reminder Type Report
CasetrackerLaw is a “reminder” driven web based collection software system. When a collector makes a call and adds a reminder, there is a drop-down menu that gives you a selection of “reminder types” such as: Call, Money, Litigation, Profile, Waiting For Documentation…etc. Administration can create specific types by going to the “settings” section.
When this report is generated, it will display a grid that lists all the login names for the collectors added to the CasetrackerLaw system. To the right and across the top of the grid are listed the types of reminders set up by administration. Under each type you will see red numbers that signify how many reminders have that “type” of reminder.
This report is great when the administrator wants the collectors to begin their daily calls with the claims that have the reminders with the “reminder type” of Money. Or there may be claims with the “reminder type” of Discussion. The administrator can click the red number and the claim or claims with that “reminder type” will be displayed and the claim can be discussed.
We hope you find our blogs helpful…we will be covering the “settings” section soon. Visit our website to learn more or register for a brief online demo.
PS: View the “Events CLLA 2010” from the Chicago Conference held April 29th through May 2nd.
When this report is generated, it will display a grid that lists all the login names for the collectors added to the CasetrackerLaw system. To the right and across the top of the grid are listed the types of reminders set up by administration. Under each type you will see red numbers that signify how many reminders have that “type” of reminder.
This report is great when the administrator wants the collectors to begin their daily calls with the claims that have the reminders with the “reminder type” of Money. Or there may be claims with the “reminder type” of Discussion. The administrator can click the red number and the claim or claims with that “reminder type” will be displayed and the claim can be discussed.
We hope you find our blogs helpful…we will be covering the “settings” section soon. Visit our website to learn more or register for a brief online demo.
PS: View the “Events CLLA 2010” from the Chicago Conference held April 29th through May 2nd.
Monday, May 17, 2010
Prospect Referral Report
The “prospect referral report” is a fabulous tool for tracking all the companies and business associates that refer business to you. In order for this report to work; you need to enter the name of the referral into the “referred by” field while adding the prospect.
The name of the referral is added in the proper field and when the report is generated, a list will display “all” the names of the referred companies and business associates. Also displayed is the number of prospects for each referral. (Because the names of the referrals are typed into the fields by staff manually, spelling may differ for the same referral) Each name spelled differently will be displayed even though they may be the same company or associate with a slightly different spelling. The number next to the referral is displayed in red which means one has the ability to click the number and generate another report which will display the prospects contact information and status.
This is a fantastic report as is all the reports in the CasetrackerLaw system. For a complete over-view of the many reports, give us a call or visit our website. www.casetrackerlaw.com / 800-270-1197
The name of the referral is added in the proper field and when the report is generated, a list will display “all” the names of the referred companies and business associates. Also displayed is the number of prospects for each referral. (Because the names of the referrals are typed into the fields by staff manually, spelling may differ for the same referral) Each name spelled differently will be displayed even though they may be the same company or associate with a slightly different spelling. The number next to the referral is displayed in red which means one has the ability to click the number and generate another report which will display the prospects contact information and status.
This is a fantastic report as is all the reports in the CasetrackerLaw system. For a complete over-view of the many reports, give us a call or visit our website. www.casetrackerlaw.com / 800-270-1197
Friday, May 14, 2010
Change Is Good
Change is difficult but necessary. When change happens people sometimes act like the world has come to an end. Changing things up makes life less boring; will keep it moving forward and keeps staff on their toes. Check out the book, “Who Moved My Cheese” by Spencer Johnson, published in 1998.
CasetrackerLaw is a web-based collection tool that is changing the way collections are done and different from the competition. The majority of collection software on the market today is specific and not very customizable. Changing the software you are using now could be a good start to change in your office.
CasetrackerLaw has changed a few things….if you have visited our website lately; you will notice a huge difference in our appearance. We’ve changed our look and added a few things. We are still the same web based collection software company, just with a new look. If you haven’t visited, please do so and tell us what you think.
www.casetrackerlaw.com / 800-270-1197
CasetrackerLaw is a web-based collection tool that is changing the way collections are done and different from the competition. The majority of collection software on the market today is specific and not very customizable. Changing the software you are using now could be a good start to change in your office.
CasetrackerLaw has changed a few things….if you have visited our website lately; you will notice a huge difference in our appearance. We’ve changed our look and added a few things. We are still the same web based collection software company, just with a new look. If you haven’t visited, please do so and tell us what you think.
www.casetrackerlaw.com / 800-270-1197
Thursday, May 13, 2010
Promised Payment Receivables Report
The CasetrackerLaw collection software system is a reminder driven system and has a “reports” section that is full of individual reports for all the different aspects of running a successful business. Money is promised all the time in business when products are bought and sold. This report will show the projected income based on your promised payments for each month.
The “promised payments receivables” report will show the month and year, the number of payments for that month, the total amount promised, the minimum and maximum amount promised and finally the average amount promised. As collectors set up payment plans and promised payments, these promised payments will be added to this report each time it is generated so the report may show different income amounts.
Please contact our office if you have any questions about this report and visit our newly designed website to see what we’ve been up to lately.
www.casetrackerlaw.com / 800-270-1197
The “promised payments receivables” report will show the month and year, the number of payments for that month, the total amount promised, the minimum and maximum amount promised and finally the average amount promised. As collectors set up payment plans and promised payments, these promised payments will be added to this report each time it is generated so the report may show different income amounts.
Please contact our office if you have any questions about this report and visit our newly designed website to see what we’ve been up to lately.
www.casetrackerlaw.com / 800-270-1197
Wednesday, May 12, 2010
Promised Report
Money is a hot topic and collecting your money from your customers can sometimes turn into a full time job. Knowing when money will be received is helpful when making financial decisions.
The CasetrackerLaw “Promised Report” will display the claims in the system that has had a “promised pmt” added to the reminders list by the collector. When the claim is opened, there are blue tabs above the claim information box, the collector will select the “promised pmt” tab and set up a payment schedule. This schedule can be set up for just one single payment or it can be set up to schedule a regular or irregular payment plan. A reminder will be added automatically to the collectors reminder list. When this report is selected, you are asked to choose a collector and a time frame and then “generate reports”. The report will display the claims with the criteria displayed for the fields selected when setting up the report. At the bottom of the generated report you will see that a new reminder can be added for the collector or a new collector can be given this reminder.
If you are interested in this report or any of the reports or functions within the CasetrackerLaw software, please contact our office any time for a brief demonstration or schedule one.
www.casetrackerlaw.com / 800-270-1197
The CasetrackerLaw “Promised Report” will display the claims in the system that has had a “promised pmt” added to the reminders list by the collector. When the claim is opened, there are blue tabs above the claim information box, the collector will select the “promised pmt” tab and set up a payment schedule. This schedule can be set up for just one single payment or it can be set up to schedule a regular or irregular payment plan. A reminder will be added automatically to the collectors reminder list. When this report is selected, you are asked to choose a collector and a time frame and then “generate reports”. The report will display the claims with the criteria displayed for the fields selected when setting up the report. At the bottom of the generated report you will see that a new reminder can be added for the collector or a new collector can be given this reminder.
If you are interested in this report or any of the reports or functions within the CasetrackerLaw software, please contact our office any time for a brief demonstration or schedule one.
www.casetrackerlaw.com / 800-270-1197
Tuesday, May 11, 2010
Delete Claims - Bulk Deletion
Anyone who knows CasetrackerLaw will tell you that the staff does its utmost to make their clients happy. Recently we were asked by a client how they could delete, not archive their claims. In the past, this task was always done by our engineers; however…our engineers have added a feature that allows client administrators the ability to delete claims, in bulk.
Go to “Settings” found in the top right hand side of any page. Select “Delete Claims – Bulk Deletion” and a table will appear. Select a time-frame, a direct creditor/forwarder and a state. Click “Generate Reports” and the next table will show all the claims with the criteria selected. One has the option to delete claims individually by checking the little boxes to the left and click the “delete” button at the bottom of the page. Or, if one wanted to delete all the claims displayed, simply click “check all” located at the bottom of the page and then “Delete”, all the claims will be deleted and gone forever.
FYI: This new feature is found in the “settings” as a precaution. The only person with the authorization to delete a claim is the administrator.
If you would like more information on this new feature, give us a call and visit our newly designed website and let us know what you think.
www.casetrackerlaw.com / 800-270-1197
Go to “Settings” found in the top right hand side of any page. Select “Delete Claims – Bulk Deletion” and a table will appear. Select a time-frame, a direct creditor/forwarder and a state. Click “Generate Reports” and the next table will show all the claims with the criteria selected. One has the option to delete claims individually by checking the little boxes to the left and click the “delete” button at the bottom of the page. Or, if one wanted to delete all the claims displayed, simply click “check all” located at the bottom of the page and then “Delete”, all the claims will be deleted and gone forever.
FYI: This new feature is found in the “settings” as a precaution. The only person with the authorization to delete a claim is the administrator.
If you would like more information on this new feature, give us a call and visit our newly designed website and let us know what you think.
www.casetrackerlaw.com / 800-270-1197
Monday, May 10, 2010
No Status Report
Clients require monthly notices or updates of how their claims are doing. Not only does the client need to know this information, but it’s also very helpful for the administrator of the company as well. This report will display all the claims in the system for a selected time frame that have not had a status changed or the client updated with in the selected time period. This report is more accurate than the “claims overdue report” to monitor the claims that fell through the cracks, because this report relies on the status change where as the “overdue report” relies on any activity such as: adding notes or a reminder.
Select “No Status Report” in the “Reports” section. In the next window you will select a time frame and a direct creditor/forwarder and “Generate Reports”. Next to the “no status report” tab you will see the word “settings”. Here you have the ability to decide what information you want displayed in your report by choosing the fields from the left and adding it to the right side and removing items from the right side and adding it to the left. Once the report is generated, one can scroll to the bottom where you will see that a demand letter can be generated to be added to the “letter queue” to be mailed later. Also, a note can be added for the collector, a new status can be added for the client with a status comment if needed.
The administrator has the option to generate a summary of a selected claim or claims or there is the option to download selected claims to a CSV spreadsheet.
Contact us for more information on this report or any of the reports in our system.
www.casetrackerlaw.com / 800-270-1197
Select “No Status Report” in the “Reports” section. In the next window you will select a time frame and a direct creditor/forwarder and “Generate Reports”. Next to the “no status report” tab you will see the word “settings”. Here you have the ability to decide what information you want displayed in your report by choosing the fields from the left and adding it to the right side and removing items from the right side and adding it to the left. Once the report is generated, one can scroll to the bottom where you will see that a demand letter can be generated to be added to the “letter queue” to be mailed later. Also, a note can be added for the collector, a new status can be added for the client with a status comment if needed.
The administrator has the option to generate a summary of a selected claim or claims or there is the option to download selected claims to a CSV spreadsheet.
Contact us for more information on this report or any of the reports in our system.
www.casetrackerlaw.com / 800-270-1197
Friday, May 7, 2010
Happy Mothers Day
CasetrackerLaw and its sister company, Money Management LLC would like to wish all mother’s a very warm and happy Mother’s Day.
Mother’s day is the one day a year that is set aside to celebrate and honor mothers so don’t forget to visit your mother and if you can’t visit, call her. Send her a card with some flowers and candy. Remember all the little, wonderful things that make your mother special.
Want to learn more about the history of Mother’s Day? Click here to read what Wikipedia has to say. Click here to get some great ideas to celebrate with your mother or to get some great gift ideas.
Mother’s day is the one day a year that is set aside to celebrate and honor mothers so don’t forget to visit your mother and if you can’t visit, call her. Send her a card with some flowers and candy. Remember all the little, wonderful things that make your mother special.
Want to learn more about the history of Mother’s Day? Click here to read what Wikipedia has to say. Click here to get some great ideas to celebrate with your mother or to get some great gift ideas.
Thursday, May 6, 2010
Money Adjustments
There are times, for what-ever reason; an adjustment must be made to an account involving the money. Either the amount needs to be changed or interest is either removed or added in. How can these changes be made so that the over-all trust account balances out correctly?
In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad and pencil, select the blue tab “Adj Amt Placed”. Replace the old amount with the new amount and click “change”. The Amount Placed will change and the interest and fees, if any, will adjust automatically.
Another issue that comes up is removing or adding interest to the claim. In order to remove the interest, open the claim in question, select the blue tab “Payments”, scroll to the bottom of this page and you will see “Remove Interest”. Click and the interest is removed from the claim. Oops, the interest was removed from the wrong claim. How does it get added back in? Select the blue tab “Claim Info”, here you will see; in the middle of the page, “Interest Information”. When the interest was removed from the balance, it was also removed from the claim itself. Add the interest rate back into the field, add the interest start date and update. The interest will be added back into the balance.
If for some reason you find the balance is wrong, one of the first things you want to try is going to the “Adj Amt Placed” tab and simply click on the “change” button without changing the amount . This will recalculate the whole claim and automatically correct any calculations that were wrong.
I hope these two little tips come in handy when working with CasetrackerLaw. If you have any questions regarding today’s blog, give us a call. www.casetrackerlaw.com / 800-270-1197
In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad and pencil, select the blue tab “Adj Amt Placed”. Replace the old amount with the new amount and click “change”. The Amount Placed will change and the interest and fees, if any, will adjust automatically.
Another issue that comes up is removing or adding interest to the claim. In order to remove the interest, open the claim in question, select the blue tab “Payments”, scroll to the bottom of this page and you will see “Remove Interest”. Click and the interest is removed from the claim. Oops, the interest was removed from the wrong claim. How does it get added back in? Select the blue tab “Claim Info”, here you will see; in the middle of the page, “Interest Information”. When the interest was removed from the balance, it was also removed from the claim itself. Add the interest rate back into the field, add the interest start date and update. The interest will be added back into the balance.
If for some reason you find the balance is wrong, one of the first things you want to try is going to the “Adj Amt Placed” tab and simply click on the “change” button without changing the amount . This will recalculate the whole claim and automatically correct any calculations that were wrong.
I hope these two little tips come in handy when working with CasetrackerLaw. If you have any questions regarding today’s blog, give us a call. www.casetrackerlaw.com / 800-270-1197
Wednesday, May 5, 2010
No Reminder Report
There is nothing worse than having a client call the office requesting an update on a claim and the claim in question hasn’t been worked in over 30 days or more. What do you tell your client? Everyone’s heard the old phrase; “fell between the cracks” which means “misplaced” or worse, lost. How can this problem be resolved?
CasetrackerLaw’s “no reminder report” will display a list of all the claims in the system that have not had a reminder added. Because people are fallible and make mistakes when they are busy, CasetrackerLaw has taken the worry out of claims “falling through the cracks”. Once the report is generated, the claim ID is displayed in red and the rest of the information will depend on what is selected when setting up the report. By clicking “settings” next to the “no reminder report”, one has the ability to choose what each column will display. At the bottom of the page, you will see that a new reminder date, reminder note and who the reminder is for can be added. Also, the status can be changed and a comment for the client can be added.
We hope you enjoy reading our daily blogs and find them informative. If you have any comments or requests for future blogs, feel free to give me a call or send me an email.
www.casetrackerlaw.com / 800-270-1197
CasetrackerLaw’s “no reminder report” will display a list of all the claims in the system that have not had a reminder added. Because people are fallible and make mistakes when they are busy, CasetrackerLaw has taken the worry out of claims “falling through the cracks”. Once the report is generated, the claim ID is displayed in red and the rest of the information will depend on what is selected when setting up the report. By clicking “settings” next to the “no reminder report”, one has the ability to choose what each column will display. At the bottom of the page, you will see that a new reminder date, reminder note and who the reminder is for can be added. Also, the status can be changed and a comment for the client can be added.
We hope you enjoy reading our daily blogs and find them informative. If you have any comments or requests for future blogs, feel free to give me a call or send me an email.
www.casetrackerlaw.com / 800-270-1197
Tuesday, May 4, 2010
No Collection Rate Report
Money reports are vital to any thriving business however when you’re collecting delinquent debt, the no collection rate report is probably one of the most important. This report will list the claims in the system that does not have a collection rate added. The collection rate can vary from client to client so it’s important that this rate is added when the client’s contact information is added to the system as a creditor. Every claim submitted by that creditor will automatically have the collection rate included.
In the reports section click on the “no collection rate report” and the generated report will display the creditor name, the debtor name, the claim ID number, the amount placed and the status of the claim. One also has the ability to change the information in each column by clicking on the word “settings” next to the “no collection rate report”. Here there are 20 different fields to choose from so the information displayed can be changed anytime by the administrator.
Once the report is generated, one can then use it to add the collection rate to the clients contact information page so that subsequent claims will automatically have the collection rate added.
For more information on this report contact our office or visit our website.
www.casetrackerlaw.com / 800-270-1197
In the reports section click on the “no collection rate report” and the generated report will display the creditor name, the debtor name, the claim ID number, the amount placed and the status of the claim. One also has the ability to change the information in each column by clicking on the word “settings” next to the “no collection rate report”. Here there are 20 different fields to choose from so the information displayed can be changed anytime by the administrator.
Once the report is generated, one can then use it to add the collection rate to the clients contact information page so that subsequent claims will automatically have the collection rate added.
For more information on this report contact our office or visit our website.
www.casetrackerlaw.com / 800-270-1197
Monday, May 3, 2010
New Claims Report
Collection agencies and collection law firms receive new claims on a daily basis, sometimes in large quantities at one time. When this occurs, how does the administrator assign all of these new claims to collectors? Normally each new claim would have to be opened one at a time and assigned.
CasetrackerLaw’s “new claim report” will show pretty much whatever information one wants to display in each column across the top and there are 20 different fields to choose from in the “settings” link next to the “new claim report” tab. At the bottom of the report, there are 4 separate quadrants that work independently from each other. One can add a reminder, a reminder note; select a priority, a reminder type and who the reminder is for. Or one can select and generate a letter which is automatically added to the letter queue to be printed and mailed later. One can also change the status, add a status comment for the client/creditor and update them. And finally one has the option to generate a summary in PDF format or one can download the claims information to a CSV format.
What makes this report so important is that once this report is generated, not only can one do all the things I mentioned above, but the administrator can also select the claims he wants to assign to a particular collector with the status, reminder and notes already added. The collector simply starts calling when it shows up in their “reminders” list/queue.
If you are interested in any of the CasetrackerLaw reports or functionalities, don’t hesitate to give us a call or visit our web site to learn more. www.casetrackerlaw.com / 800-270-1197
CasetrackerLaw’s “new claim report” will show pretty much whatever information one wants to display in each column across the top and there are 20 different fields to choose from in the “settings” link next to the “new claim report” tab. At the bottom of the report, there are 4 separate quadrants that work independently from each other. One can add a reminder, a reminder note; select a priority, a reminder type and who the reminder is for. Or one can select and generate a letter which is automatically added to the letter queue to be printed and mailed later. One can also change the status, add a status comment for the client/creditor and update them. And finally one has the option to generate a summary in PDF format or one can download the claims information to a CSV format.
What makes this report so important is that once this report is generated, not only can one do all the things I mentioned above, but the administrator can also select the claims he wants to assign to a particular collector with the status, reminder and notes already added. The collector simply starts calling when it shows up in their “reminders” list/queue.
If you are interested in any of the CasetrackerLaw reports or functionalities, don’t hesitate to give us a call or visit our web site to learn more. www.casetrackerlaw.com / 800-270-1197
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