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Removing Bad Phone Numbers from Debtors

Sometimes you will receive a list back from a dialer of bad numbers they found (whether disconnected, wrong numbers, etc.) and you would like to remove these from Simplicity. To remove these, first create a .csv, .xls or .xlsx document of a) the Debtor SSN, Account Number, or Client Claim Number and b) the Phone number(s) in question.

Then perform the following steps:

1. Click Tools > File Updating > Debtor Updater.

2. Click .. / Choose.

3. Select the file from your computer that has the debtor’s correct information.

4. Click Prepare File for Uploading.

5. Click Create New Map.

6. Give the mapping a Name at the top. As an example: “Bad Phone Removal.”

7. Next you want to map your phone column to be removed. Select the field from File Column and the corresponding Debtor Element: Bad Phone Number – REMOVE.

8. Map the Debtor SSN, Account Number or Client Claim Number the same way.

 NOTE:  If you map the Debtor’s SSN, the tool will remove the phone number one time from ALL accounts with the matching SSN.

 NOTE: If you map the Account Number instead, the tool will remove the phone number listed from the main debtor’s information on the account number provided.

 NOTE: If you map the Client Claim Number instead, the tool will remove the phone number listed from all accounts with the matching client claim number.

9. Click Save New Mapping.

10. Choose the mapping from the drop-down list (if it is not already selected).

11. Click Update Debtors.

12. Your debtors are now updated. You can review the results file for any debtors that could not be updated successfully and why. Below you will see steps of what exactly occurred on the accounts.

In our example, we have a custom Account field “What”:

A custom Debtor field “Agency”:

And a Debtor Phone number:

Once the Debtor File Updater is run in our example, these values are removed and the following account and debtor notes are added:

Tips:

The data you get out of SimplicityCollect is only as good as the data that you put into SimplicityCollect. Make sure that you Import the correct data to save yourself work later.