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
Showing posts with label CSV file. Show all posts
Showing posts with label CSV file. Show all posts
Wednesday, May 26, 2010
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, April 23, 2010
Judgment Report
Let me start off with a question: How many claims do you have that have a Judgment awarded? Is there a fast and easy way of finding out that information? CasetrackerLaw can generate a “judgment report” in less than a minute with all the pertinent information regarding the judgment and its status.
Go to “reports”, select “Judgment Report”; select a timeframe and then a direct creditor/forwarder, then “Generate reports”. A report will come up that shows the claim ID number in red which means if clicked, it will take you inside the claim for a more detailed status. The rest of the information depends on how the columns are set. Next to the “judgment report”, you will see the word “settings”. This option gives one the ability to choose what information is shown in a generated report. Once the report is generated, it can be downloaded to a CSV file.
The lower portion of the report is where action can be taken. Either reminders are set, a letter can be generated to mail or the status and status comment can be changed or added. At the very bottom of the report it will show the total amount placed and the total amount of the judgments.
Visit our website for information on the many features that CasetrackerLaw has to offer or give us a call. We are always happy to answer any questions. If you would like to view our collection software in action, call to schedule a free online demonstration.
www.casetrackerlaw.com / 800-270-1197
Go to “reports”, select “Judgment Report”; select a timeframe and then a direct creditor/forwarder, then “Generate reports”. A report will come up that shows the claim ID number in red which means if clicked, it will take you inside the claim for a more detailed status. The rest of the information depends on how the columns are set. Next to the “judgment report”, you will see the word “settings”. This option gives one the ability to choose what information is shown in a generated report. Once the report is generated, it can be downloaded to a CSV file.
The lower portion of the report is where action can be taken. Either reminders are set, a letter can be generated to mail or the status and status comment can be changed or added. At the very bottom of the report it will show the total amount placed and the total amount of the judgments.
Visit our website for information on the many features that CasetrackerLaw has to offer or give us a call. We are always happy to answer any questions. If you would like to view our collection software in action, call to schedule a free online demonstration.
www.casetrackerlaw.com / 800-270-1197
Thursday, January 21, 2010
Uploading Claims - CSV Interface
Switching gears today...I know I said I was going to talk about creating letters this week however "the boss" decided I should tell you about how you can upload claims, in bulk, right into the Casetrackerlaw system using a CSV interface that is built in.
What does CSV stand for? Comma Separated Value. What does this mean? It's a commonly used EDI format to exchange information from one system to another. Casetrackerlaw allows it's users to upload claims from a spreadsheet that is stored in your computer right into the Casetrackerlaw system.
The first time I used this feature I was impressed with the speed and ease with which I could upload claims. I uploaded my CSV file that I recieved from my client, mapped the columns to the corresponding fields in Casetrackerlaw and that's it. Done. Now I noticed I had 100 claims in my new claims list. I am now able to work my claims, set reminders, change status etc in bulk right from my "new claim list".
If you are a Casetrackerlaw user and you havn't used this feature yet, do so. If you have questions feel free to give us a call. In the meantime, visit our video library and view the video on the Letter Wizard that I was talking about yesterday.
What does CSV stand for? Comma Separated Value. What does this mean? It's a commonly used EDI format to exchange information from one system to another. Casetrackerlaw allows it's users to upload claims from a spreadsheet that is stored in your computer right into the Casetrackerlaw system.
The first time I used this feature I was impressed with the speed and ease with which I could upload claims. I uploaded my CSV file that I recieved from my client, mapped the columns to the corresponding fields in Casetrackerlaw and that's it. Done. Now I noticed I had 100 claims in my new claims list. I am now able to work my claims, set reminders, change status etc in bulk right from my "new claim list".
If you are a Casetrackerlaw user and you havn't used this feature yet, do so. If you have questions feel free to give us a call. In the meantime, visit our video library and view the video on the Letter Wizard that I was talking about yesterday.
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