You are here:
< Back

Filters are primarily used for the searching for accounts, but can also be used for various Settings pages or Tools in Simplicity. Their function is to help refine the results for that particular job.

You choose a filter that applies to the set of accounts you want to view/affect. All results that do not apply to the specified filter will not appear in the list of accounts.  Filters can be combined in order to get more specific results.

The picture below is taken from the Quick Search filters page, but will be almost identical on any other screen that uses them.

Extra options (seen at the top of the image above) that work in conjunction with the filters:

  • Configuration Filters – Configurations are a saved preset of one or more of the below filters that have been grouped together into a “common” filter for use by Collectors. You can read more about Configurations on this page.
  • Worklists – Worklists are one way that users can manage their day to day work. Unlike a search results list, a Worklist helps organize specific accounts into one easy to access list, lets you preview stats about that list, and makes switching to your next account as easy as the click of a button. You can read more about Worklists on this page.

Below are all of the general filters used for searching, Settings, and Tools. You can filter accounts by one or a combination of the following items:

  • Collectors – view accounts assigned to the selected collector(s).
  • Clients – view accounts assigned to the selected client(s).
  • Creditors – view accounts assigned to the selected creditor(s).
  • Action Codes – view the accounts that have the selected Action Codes added to them.
  • Legal Statuses – view the accounts that have the selected legal status associated with them.
  • Collection Status – view accounts belonging to the selected status.
    • Days Since – view only accounts that have been in this status for at least this many days.
  • Queues –  view the accounts that have been assigned to the selected Queue.
  • Open Status
    • Any – All accounts, no filter.
    • Open – view accounts that have an “Open” status.
    • Closed – view only accounts that belong to a “Closed” status.
  • Last Updated From (From and To) – view accounts that have been updated within the specified date range.
    • An account is considered “updated” if any notes were made, information was changed, or a transaction was posted.
  • Imported On – view accounts that were imported on a specific date.
  • Account Received From (From and To) – view accounts that were received during the specified date range.
  • Amount Due From (From and To) – Enter in numeric values to view only accounts where the “balance due” is between the “From” (lower end), and “To” (upper end) of amount due.
  • Account Age – view accounts with an age less than or greater than a specific number of days.
  • Due Date From (From and To) – view accounts with a payment plan, when a payment is due within the specified date range.
  • State/Province – view the accounts with debtors whose addresses contain the selected state.
  • Last Payment From (From and To) – view accounts that a payment was received for during the specified date range.
  • Last Accessed By – view accounts last accessed by a specific Collector in your company.
  • Last Accessed From (From and To) – view accounts that were accessed by a Collector during the specified date range.
  • Generated Document – view accounts that have generated the selected document.
    • Days Since – view accounts which have generated the selected document in at least the given number of days.
  • Has Not Generated Document – view accounts that have not generated the selected document.
  • Debtor Type
    • All – All debtors, no filter.
    • Primary only – view the accounts where primary debtors match the search criteria.
    • CoDebtor Only – view the accounts where the co-debtors match the search criteria.
  • Charge Off From (From and To) – view accounts with a charge off date during the specified date range.
  • Debtor Phones – view accounts with or without phone numbers.
  • Next Work Date From (From and To) – view accounts that have a “next work date” specified that falls within the specified date range.
  • Accounts not worked in X Days – view accounts not worked within the specified number of days.
  • No payment made since (From) – view accounts that have had no payments made since a specified date.
  • Reminders Due From (From and To) – view accounts that have a Reminder within the specified date range.
  • Account Type – view accounts that are either COMM (Commercial), NONCOMM (Non-Commercial), or [All].
  • Originated Date From (From and To) – view accounts with an Originated Date within the specified date range.
  • Debtor Address – view accounts with or without addresses.
  • Overdue Work Date – view accounts that have an overdue Work Date.
  • Letter Flows – view accounts assigned with a specific Letter Flow.
  • No Active Reminders – view accounts that have no Reminders.
  • Overdue Reminders – view accounts that have overdue Reminders.
  • State/Province – view accounts from a specific state.
  • Co-Collector
    • [Any Co-Collector]
    • [Unassigned Accounts]
    • Other – Lists all users/employees from your system.
  • Total Amount Paid From (From and To) – enter in numeric values to view only accounts where the “paid amount” is between a set range.
  • Skip Trace – view accounts that are currently Marked or Unmarked for skip tracing.
  • Skip Trace Type – view accounts that have had a specific type of skip tracing completed.
  • Last Skip Traced From (From and To) -view accounts that were skip traced between two dates.
  • Time Zone – view accounts with debtors whose addresses fall with a certain time zone. This filters by area code as well as zip code.
  • Days Assigned – view accounts that have been assigned to the specified collector for a minimum number of days.
  • Report to Credit Bureaus -view accounts that are marked to report to credit bureaus.
  • Order Results By – view results in ascending or descending order based on additional criteria.
  • <Add Custom Field Filters> – set a filter based on any custom field you’ve created, with the expanded filter options of: Equal to, Not equal to, Less than and Greater than.
    • Note: Any custom field filter you set will remain on the filter screen even if the filters are cleared. To clear a custom field filter, you must open the filter screen and select the red X button to the right of the custom field filters.

 

Tips:

For any filters that have a listed box of options available (such as Collectors or Clients), multiple items can be selected from that box by holding the CTRL button (or COMMAND button) while clicking each item.

 

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