FAQ

Frequently Asked Questions

How do I edit/delete a mapping?

How to Edit a Mapping
If an import is not 100% successful we recommend checking the mappings. First, ensure to select the correct importer tool (for example, Tools > File Importing > Account Importer if importing new accounts).

Choose file from your computer and click Prepare File for Uploading.
Select the name of the mapping from the drop down box in step 2 and then click Edit File Map.
Edit the file mapping as needed:

To add additional mappings click on the column header name from the right column and match it to the Simplicity field in the middle column then click Add >>  to move these elements to the column on the right.
To delete a mapping from the column on the right, click on << Remove.
Review checkbox and radio selections to ensure they are correct.

Click Update Mapping
Click Import Accounts 

If import is still not successful, please review the Pre-Import Checklist on the import screen. You can also contact our Simplicity Help Desk for further assistance by going to Help > Help Desk Support Tickets.

 
How to Delete a Mapping

Choose a file from your computer and click Prepare File for Uploading.
Select the name of the mapping from the drop down box in step 2 and then click Edit File Map.
Click Delete Mapping (located under the check boxes and radio selections).

 

By |November 6th, 2019|FAQ|Comments Off on How do I edit/delete a mapping?|

How is my account/database information protected or backed up?

Our servers are managed by Amazon Web Services, Inc., a premier cloud computing company. Listed are just a few of the basic IT and security standards that you can read about on our server's website
By |December 14th, 2018|FAQ|Comments Off on How is my account/database information protected or backed up?|

Why can’t I edit my Payment Plan?

Payment Plans are static and cannot be edited as a whole, as they are set agreements with the debtor. Certain aspects of a payment plan can be edited, such as individual payment dates and amounts.
By |December 14th, 2018|FAQ|Comments Off on Why can’t I edit my Payment Plan?|

How do I find out what payments were run today?

Previously called the “Recurring Payments Report,” the Payment Processing Report is a very popular report for companies that run payments through an integrated payment processor.
By |December 14th, 2018|FAQ|Comments Off on How do I find out what payments were run today?|

How are collector commissions determined?

The Commission Rate defines the collector’s commission percent on accounts assigned to them out of the commission rate of the agency.
By |December 14th, 2018|FAQ|Comments Off on How are collector commissions determined?|

My accounts imported but none of my balances are there?

When accounts are imported, but the account balances are $0.00, the column in your spreadsheet that relates to balance may not have been mapped to "Claim Amount"
By |December 14th, 2018|FAQ, File Importing, Troubleshooting|Comments Off on My accounts imported but none of my balances are there?|

Using Gmail with Simplicity SMTP Settings

Using Gmail with Simplicity SMTP Settings:
Entering the SMTP settings of your own email server will bypass the Simplicity mail server. This will allow you to show outbound emails from the software, as coming from an email address of your choice, rather than “donotreply@simplicitycollect.com” .

Access your Gmail account
Under Sign-in & Security, select Apps with account Access

                                                            

 

Scrolling down the page, you will see the option to Allow less secure apps:
Turn this option ON
To the left of the screen, click on Sign-in & Security

 

 

Navigate to 2-Step Verification and follow the prompts to enable this feature.
Visit your App passwords page. You may be asked to sign in to your Google Account.At the bottom, click Select app and choose the app you’re using.
Click Select device and choose the device you’re using.
Select Generate.
Follow the instructions to enter the App password (the 16 character code in the yellow bar) on your device.
Select Done.
You can then use this created App password (and your google email account as a username) as your SMTP login.

 

Once you are finished, you won’t see that App password code again. However, you will see a list of apps and devices you’ve created App passwords for.

 

See Also: https://support.google.com/accounts/answer/185833?hl=en

By |November 21st, 2018|FAQ|Comments Off on Using Gmail with Simplicity SMTP Settings|

Can I import accounts with a status?

It is possible to assign a collection status to your accounts at initial import.
By |November 20th, 2018|FAQ, File Importing|Comments Off on Can I import accounts with a status?|

How do I change the Collection Status on accounts?

If you need to update the Account Collection Status on your accounts, there are several ways to accomplish this
By |November 19th, 2018|FAQ|Comments Off on How do I change the Collection Status on accounts?|

How can I add or edit my billing information?

When necessary, you can update your billing information quickly and easily
By |November 19th, 2018|Administrators, FAQ|Comments Off on How can I add or edit my billing information?|