Accounts are initially linked together in Simplicity when you go to add or import new accounts. The system will automatically “link” a debtor if it sees the same SSN on multiple accounts, by means of displaying a hyperlinked field “Other Claims/Accounts” on the Claim Details screen.
However there may be times you want to link a debtor to another account, or perhaps your debtor did not have a SSN to begin with. If this is the case, you can tell the system to link the debtor to another account by using the Tools > Debtor Manager page:
You will have to look up the debtor first. As you type the name, a list will populate for you to select from. Then you can search for the other accounts by name or by Account Number. An icon will appear to the right side of them to mark the debtor as the primary debtor or co-debtor of this second account. There is no limit to the number of accounts you can tie this debtor to when using this tool.
See anything missing or out of date on this page? Please contact Simplicity Support at email@example.com.