Getting Started

Accounts – Account Work Tracker

When enabled, this feature will pop-up when a collector attempts to leave an account. This allows the user to track specific contact attempts, and will be recorded through Reports > Quick Reports > Day Work Tracking Report.
By |November 20th, 2018|Getting Started|Comments Off on Accounts – Account Work Tracker|

Accounts – Claim Details: Notes

The Notes section at the bottom of the Claim Details screen is where you can include a note about the account.
By |November 16th, 2018|Getting Started|Comments Off on Accounts – Claim Details: Notes|

What determines the account “Age”?

The age of the account refers to how many days have passed since the account was added to Simplicity. When an account is first added, the age is set to “0”, and increases by 1 each day.
By |November 16th, 2018|FAQ, Getting Started|Comments Off on What determines the account “Age”?|

What is “Account Type”?

The Account Type field on the Claim Details page of each account defines the account by default as NONCOMM, or non-commercial. It can be changed to COMM using the provided box to indicate that the account is a commercial debt. When importing accounts, this can be designated in the spreadsheet with a column labeled as “C” for COMM or a column labeled as “N” for NONCOMM.
By |November 16th, 2018|FAQ, Getting Started|Comments Off on What is “Account Type”?|

Accounts – Claim Details: Action Codes

Action codes can be accessed through an individual account, on the Claim Details page. These are other types of “tags” you can add to an account to track specific information, in addition to the status.
By |October 16th, 2018|Getting Started|Comments Off on Accounts – Claim Details: Action Codes|

End of the Month Processes

A question we often get is, "How do I run my end of month?" Because of the array of businesses that use SimplicityCollect, and the various laws from different states, counties, and even countries that can affect what you need, we've made our software very flexible. There is no one "right way" we can definitively outline to run your end of month records, but we will provide some of the most common methods and tools used for the process.
By |October 2nd, 2018|FAQ, Financials, Getting Started|Comments Off on End of the Month Processes|

Saving a Configuration

If you find yourself performing the same filtering, exports, or bulk actions on your accounts, you can save those filters as a workflow Configuration. This is located at the top of the Filters pop-up screen, and also on the Bulk Account Manager and Data Exporter tools respectively.
By |September 19th, 2018|Getting Started|Comments Off on Saving a Configuration|

How do I use the Help Desk/Live Chat?

If you ever have a question you'd like to bring up to us, you can contact us by going to Help > Help Desk - Support Tickets.
By |September 7th, 2018|FAQ, Getting Started|Comments Off on How do I use the Help Desk/Live Chat?|

Custom Search Results

NOTE: To utilize this feature, it must first be enabled by an Administrator in your system.

When searching for accounts on the Home screen, you will be presented with some default variables during every search (such as debtor name, account number, balance, and so on). If allowed to do so by your company, you have the option of customizing these result fields. This allows you to change out one of the existing search result fields with any other one of your choice.

To do so, click on your username at the top right-hand corner of the screen:

On the next screen, choose one of the existing result fields and replace it with one from the drop down list(s) provided. You can also specify which one you wish to use to sort all the results by:

When finished, make sure to click the Save button to save your settings. If you do not see the changes affecting your search immediately after saving, try clearing your browser history/cache, log out, and log back in to SimplicityCollect.

 
See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.
 

By |September 6th, 2018|Getting Started|Comments Off on Custom Search Results|

Settings – Collection Statuses

Statuses are used to help track the progress of the accounts within SimplicityCollect. Every account must have a status of some kind associated with it at any given time. These statuses can be used to search for, organize, assign, report on, and even export accounts.
By |September 6th, 2018|Getting Started, Settings|Comments Off on Settings – Collection Statuses|