Is there a feature in Casetrackerlaw that you would like to know how to use? Is there a feature your're using but not sure if you're using it correctly?
There are over 60 videos in our library to choose from and I am trying to create a video for each and every feature and function in the system so our software users are confident that they are using the system to its fullest capacity. Why pay for a product and only use a fraction of it? Our video library explains in detail how a feature works or what outcome you will get when you run a report. Listed are just a few of the videos that have either been updated or added new.
Admin_Client Dashboard Access
Related Claims Tab
Advanced Status Report
Collector Work Log Report
Admin_Bulk Delete Claims
If there is a feature or function that you would like to learn about that isn’t listed in our library, email me and let me know. I’ll do my best to create & post a new video to the library at your request. Here’s the link that will take you directly to the CasetrackeLaw Video Library.
Wednesday, December 22, 2010
Friday, December 17, 2010
Happy Holidays From CasetrackerLaw
We want to wish everyone a happy holiday season and safe new year.
During the rest of the year everyone is busy with work and family but during the holiday season when the work load slows a little, the chief here at Casetrackerlaw likes to get out and visit with a few local clients. He usually travels north to the Carolina's to visit with family however the grand kids are coming here this year. It’s a little more chili than we’re used to but still an absolutely beautiful time of year.
He just visited with the Law Office of Yates & Schiller in Boca Raton located in sunny South Florida. He was raving about how beautiful her new office is and that Ms. Yates had a major hand in designing it herself. We plan an upcoming interview with Julie sometime in early January and we may give you a little tour of her new office. Ms. Yates is one of the reasons CasetrackerLaw evolved and she played a key role in its creation and development.
A large part of her success is contributed to the use of the CasetrackerLaw web based collection system.
During the rest of the year everyone is busy with work and family but during the holiday season when the work load slows a little, the chief here at Casetrackerlaw likes to get out and visit with a few local clients. He usually travels north to the Carolina's to visit with family however the grand kids are coming here this year. It’s a little more chili than we’re used to but still an absolutely beautiful time of year.
He just visited with the Law Office of Yates & Schiller in Boca Raton located in sunny South Florida. He was raving about how beautiful her new office is and that Ms. Yates had a major hand in designing it herself. We plan an upcoming interview with Julie sometime in early January and we may give you a little tour of her new office. Ms. Yates is one of the reasons CasetrackerLaw evolved and she played a key role in its creation and development.
A large part of her success is contributed to the use of the CasetrackerLaw web based collection system.
Thursday, December 9, 2010
Reports
It's gotten cold in South Florida again and South Floridians are ready for the warm weather they moved here for. Are you living in a state that is seeing its 6th major snow storm of the season? Is it a hassle getting to work? What if you could have your employees work from home? If they did work from home, how would you monitor what they are doing?
CasetrackerLaw web based collection software is the answer to this little problem. CasetrackerLaw allows collectors and administrators to log into the system from home and work remotely. Administrators, you are able to monitor every movement your employees make. You have the option to run a collector report at the end of the day to see the progress that was made or a money report that will tell you if any money was collected that day. Another report you can run is the claims report which will tell how many new claims were submitted for a selected time frame & the total amount placed.
Hint: It's important to keep your cookies clean in order to insure that all your reports are correct and up to date. Cookies can cause problems, if you don't know how to keep them clean, click the link and view the video.
CasetrackerLaw web based collection software is the answer to this little problem. CasetrackerLaw allows collectors and administrators to log into the system from home and work remotely. Administrators, you are able to monitor every movement your employees make. You have the option to run a collector report at the end of the day to see the progress that was made or a money report that will tell you if any money was collected that day. Another report you can run is the claims report which will tell how many new claims were submitted for a selected time frame & the total amount placed.
Hint: It's important to keep your cookies clean in order to insure that all your reports are correct and up to date. Cookies can cause problems, if you don't know how to keep them clean, click the link and view the video.
Thursday, December 2, 2010
Uploading To CasetrackerLaw Via Excel Spreadsheets
Having the ability to upload an Excel spreadsheet that contains hundreds or even thousands of claims or even clients to the CasetrackerLaw system is an easy task if done correctly. And it’s fast too.
The first thing you want to do is “clean” your spreadsheet. This means, take out everything except the information you want to populate the fields in the system. Each column must have a “header”, even if the “header” is NA or you can delete the column all together. There will usually be the name of the company or firm along with their mailing address. If there are commas or quotations or any other character that is not an actual letter, get rid of it. These characters will affect the way the information populates the merge fields.
Once you’ve “cleaned” your spreadsheet and saved it as a CSV, you are ready to upload your information. Go to “Interfaces” found either in the “Access Tabs” or the features dropdown menu on the left side of your system. Then select “CSV Interfaces”, browse your computer for the spreadsheet, name it, select the Direct Creditor/Forwarders and upload. (Selecting a Creditor/Forwarder is required, do not select “All”) The next page is where you will map your fields. The left side is your spreadsheet headers and the right dropdown menus are the merge options. Select the appropriate merge fields from the right, if you don’t see a field you want, use NA, then “Submit”.
If the information doesn’t populate the fields correctly, then something was wrong with your spreadsheet. Delete all the new claims back out by using “Delete Claims – Bulk Delete” found in the “Settings”. Recheck your spreadsheet & try it again.
If you still have problems, call the IT department for help. 954-755-1763 Direct
The first thing you want to do is “clean” your spreadsheet. This means, take out everything except the information you want to populate the fields in the system. Each column must have a “header”, even if the “header” is NA or you can delete the column all together. There will usually be the name of the company or firm along with their mailing address. If there are commas or quotations or any other character that is not an actual letter, get rid of it. These characters will affect the way the information populates the merge fields.
Once you’ve “cleaned” your spreadsheet and saved it as a CSV, you are ready to upload your information. Go to “Interfaces” found either in the “Access Tabs” or the features dropdown menu on the left side of your system. Then select “CSV Interfaces”, browse your computer for the spreadsheet, name it, select the Direct Creditor/Forwarders and upload. (Selecting a Creditor/Forwarder is required, do not select “All”) The next page is where you will map your fields. The left side is your spreadsheet headers and the right dropdown menus are the merge options. Select the appropriate merge fields from the right, if you don’t see a field you want, use NA, then “Submit”.
If the information doesn’t populate the fields correctly, then something was wrong with your spreadsheet. Delete all the new claims back out by using “Delete Claims – Bulk Delete” found in the “Settings”. Recheck your spreadsheet & try it again.
If you still have problems, call the IT department for help. 954-755-1763 Direct
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