Claim Information Display Settings: Optimize & Customize

-

Casetrackerlaw offers a streamlined approach to displaying claim information, with debt, debtor, and financial details organized into three distinct boxes for easy viewing. This setup helps ensure that crucial information is readily accessible while unnecessary data can be hidden to improve screen readability.

Customizing Display Settings

To tailor the information displayed, navigate to Settings and select Claim Information Display Settings. Here, the claim information display editor lets you choose which details are shown to users. These settings are global, meaning all users will see the same selected options. Simply click to toggle options on or off as needed.

Information Display Boxes

  • Debtor Info, Debt Info, and Financial Info: These boxes appear when a claim is in collections.
  • Co-Debtor Info: If a claim includes a co-debtor, an additional box for co-debtor information will appear next to the Debtor Info box.
  • Litigation Info: When a judgment is recorded on a claim, the Financial Info box changes to Pre-Litigation Info, adding a new Litigation Info box.
  • Settlement Info: If there is a settlement, an additional box will appear with the relevant settlement details.

Each of these sections can be fully customized to display only the information pertinent to your workflow, making your interface clean and efficient.

 

 

Comments

Post a Comment

Popular posts from this blog

System Settings: Global Defaults for In-House Users

-
  Casetrackerlaw is versatile, transparent, and highly customizable. While many software systems limit users' control over settings, Casetrackerlaw empowers users to tailor their system according to specific needs—whether globally or per individual user. Each system comes with pre-configured “default settings,” which users can leave as is or modify to suit their firm's or company's unique requirements. Below are some of the key default functions that can be globally adjusted in Casetrackerlaw for in-house users: Default Notes Accessibility: Options include All, Internal Note, Attorney, or Self. Default Collection Method: Choose from Flat Rate, Sliding Scale, or Allocation-Based methods. Default “New Claim” Status: Set the default status for all new claims entered into the system. Default Claim Payment Allocation: Select how payments are allocated using options like IPC, PIC, CIP, ICP, or PCI. Casetrackerlaw provides global default s...
Read more

Introducing the Enhanced “Misc Info” Blue Tab

-
Image
  At Casetrackerlaw, we are committed to providing you with features that simplify your workflow and make debt collection more manageable. From creating automatic claim ID numbers to generating bulk debtor letters, our system offers numerous tools to streamline your processes. One of these features is the "Misc Info" blue tab . Found in every system, this tab allows you to enter and store additional information for which there may not be dedicated fields. For example, the "Debtor Info" tab provides four phone number fields, which can be linked to online dialer services like " Ring Central ."   This field is also a mergeable field when importing new claims. But what if you need to store more phone numbers? We’re excited to introduce a new enhancement to the Misc Info tab . It can now accept additional phone numbers, which become clickable "hot links" once saved. These numbers, displayed in red, will appear beneath the hard-text numbers alr...
Read more

Understanding “Level of Access” for Attachments and Notes

-
  What is "Level of Access"? "Level of Access" refers to the administrator's ability to control which users can view specific documents or notes that are attached or entered into the claim within our system. Four Levels of Access for Attachments: 1.      All: Visible to anyone with access to the system and working on claims. 2.      Self: Displayed only for the user who attached the document. 3.      Fwd Attorney: Accessible to all admins and attorneys. 4.      Internal File: Viewable by all in-house users. Setting Access for Attachments: Admins or collectors can choose "All," "Internal File," or "Fwd Attorney" when attaching a document, based on who needs to see it. When an attorney attaches a document, it is automatically marked as "Fwd Attorney" on the admin side. If a creditor or forwarder attaches a document, it is automatically marked as "All" on the ...
Read more