|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Adding Custom Debt Types||June 4, 2019||Basic|
This article was written to describe the steps involved in adding custom debt types within the CRM.
Location: Admin Tab > Settings > Debt Types
The Debt Types function provides users with the capability of creating custom debt types for use inside of DebtPayPro.
Select Debt Types
Create Debt Types
Create a name to associate with the new debt type
Settlement Rate (%) The Settlement Rate feature will replace the standard settlement rate that is set via the enrollment plan. The rate you specify can be seen when setting up an enrollment plan on the estimated settlement for the individual enrolled debts.
Enter information related to the call and then select save call
Stored Information entered from the previous screen
Integration-Controlled Call Logging
Integration-controlled call logging allows for the storage of calls as well as voicemail recordings.
Bluerock® integration automatically generated call logs
Ytel® integration automatically generated call logs
Freevoice® integration automatically generated call logs