© Quantrax Corporation, Inc.
Updated - July 20, 2008
issuing an update to Version 8.2. This is the first part (the smaller part)
of the changes that were to be a part of Version 8.3, which is scheduled
to be released in the 2nd quarter of 2008. This update includes several
changes that add new functionality and enhance the system. Minor problems
identified in prior versions have been corrected and some may not have been
documented. Please review the documentation carefully. There are some important
search - We have a new option to search for a debtor! We have
added a "phonetic search". All you have to do is key in what
the debtor's name sounds like (this only works with debtor name) and the
system should show you possible names, regardless of the way you spelled
the search name. As an example, keying in HOLYFIELD should being up HOLLIFIELD,
HOLIFIELD and HOLLYFIELD! You initiate the new phonetic search by selecting
option 2 (name search), entering the name in the search field and then
pressing F3 (Sounds like).
You can also use the normal name search and press F3 AFTER the summary
list is displayed on the next screen.
Here is an example. We searched for HOLYFIELD and got the following.
we use F3 - Sounds like, and get the following! Amazing, isn't it?
And how does it work? We utilize a very old invention dating back to 1918,
that "allows us to index information by how it sounds rather than
how it is spelled".
windows - When the Tab-Q option is taken, and user defined windows
is selected, if there is data on only one window that code will be filled
in the selection field.
accounts summary (F5) - If information is changed on an account,
the information on the linked does not always change (done for best system
performance). There is a new "Refresh" option - You can use
F10 to update the information on the screen.
numbers in Tab + window - There
were some problems with numbers not being updated with the lower case
code in the Tab + window. These issues have been addressed.
a user has access to the area of payments (not the menu), we will
allow them to update a non-linear arrangement (e.g. add another payment).
have added a feature similar to direct checks, where you can set up
a series of payments. In the 2nd installment area, if you enter a
number in the second check date and leave the amount blank, the system
will fill up the screen with that number of payments, with the due
date calculated based on monthly payments! As with direct checks,
the specified number of additional payments is added to the screen.
You may ask why this was required for "non-linear" arrangements,
whose payments may not be equal in value or at regular intervals.
Some companies use non-linear arrangements for all arrangements, for
consistency. You would also use the non-linear option for settlements.
to account detail screen - We have some very exciting changes!
changing SS#, the recent changes to mask the number did not allow
you to change the number in the old manner. This has been addressed.
You can key a new number in the format XXX-XX-XXXX or enter a new
number XXXXXXXXX in the first 9 positions. (You can use the field
exit key when entering the SS# in this manner)
about more ways to help collectors work faster? How about navigating
those screens without using function keys? You can now use the Smart
Code field to call up the screens that are used to work an account.
For function keys,, simply enter the number in the Smart Code field
and press ENTER. As an example, 9 ENTER will display the payment arrangements
screen! The following codes are also available.
notes screen (alternate format)
where xx is a user defined window code - Go directly to that window
if it exists
about automatically taking users to account-related screens based
on a Smart Code? That is now possible. Please check "Smart Codes
and knowledge base" for these changes. At the Smart Code level,
you can say that a specific screen (e.g. skip tracing, additional
contacts, additional information) should be displayed when the Smart
Code is used. The user can also be taken to a specific user-defined
window, the Tab+, Tab-Q or Tab-* based on a Smart Code. These options
add tremendous power to your ability to enforce procedures that may
be a part of work flows or due diligence.
to unexpected problems, you may have seen "Missing notes"
in the notes area. If such a condition is detected, we will automatically
fix the problem and re sequence the notes.
there was an error condition and a message was displayed, if you corrected
the problem, the error message would still stay on he screen. This
has been corrected.
you have duplicate phone numbers in the home/work/cell numbers, you
will have to correct the problem. This is a new edit we have added.
to entering credit card information - We have some major changes!
While the process worked, it could be confusing. There were different
ways to enter amounts. Collectors could be confused about setting up a
single payment and how they set up the amounts for a recurring payment
arrangement. The flow has therefore been revised.
the fist screen, the user will not be abe to enter any amounts.
Here is a sample of the new screen. The user only enters the credit
card information. If the client options are not set up, the user can
not key in a "Type".
you have entered the credit card information, you will be taken to
a screen which asks you whether you want to use the credit card for
a payment arrangement, or for a single payment. If the user selects
the payment arrangement option, they are taken to the payment arrangement
screen, and the system will update the credit card screen with the
option to retain information and with the flag to use the credit card
for the payment arrangement. See the screen below.
is a sample of the screen displayed if the user does not select a
"Y" on the prior screen, and is opting to set up a single
- And here is the
credit card screen after information has been updated. Note that this
user can not see the credit card information but can see the last
4 digits of the card number.
make a note of the following changes too.
information has been entered, you can use F20 to delete the amount
(for a single payment). The same option will allow you to delete all
of the credit card information baed on the code selected. (Note the
sample screen says F4, but this was later changed to F20 for consistency
with other delete options within Intelec.) You will be prompted to
select Y or A depending on what you wish to do. To delete information,
the use must have access to the area or Payment Entry (System Security)
or have a Y in the option "Show sensitive info (Y)", also
within system security.
"Use for payment arrangements" flag can only be removed
by using the option to delete the amount (F20).
a user does not have access to "sensitive information" and
they try to access the credit card information, they will see a screen
that shows the last 4 of the card number and its expiry date, along
with a message that shows the amount of the one-time payment, or that
the card is being used against a payment arrangement.
a payment arrangement exists and you try to set up credit card information,
the user is notified that the credit card can be used against the
payment arrangement. In our initial analysis, we had considered not
allowing you to set up a single credit card payment, when a P/A was
already set up on the account. For complete flexibility, you need
to be able to take a single payment OR use the credit card to pay
off all the future installments on a payment arrangement. We will
allow you to do that! You will be asked if you want to use the card
for the payment arrangement. If you do not select that option, you
can set up a one-time payment with the credit card. If you use the
card for the payment arrangement, the credit card screen will show
the flag indicating that the card is to be used for the P/A.
you go into the credit card screen and a payment arrangement exists,
there will be a message in red, warning the user of this.
you go into the payment arrangements screen and a credit card exists,
there will be a message in red, warning the user of this.
you are setting up payment arrangements at the debtor-level, the credit
card must be set up on the primary account, for payments to be applied
using the card (It is possible to set up separate credit card payments
for individual accounts within a linked group). If you try to set
up a credit card against an account that is not the primary, you will
be warned. You can continue if you choose to.
you do not have access to "sensitive information" or the
area of payments, you can NOT get to the credit card details once
they have been established. What if a debtor calls back and want to
change the amount? What we have done is allow collectors only (but
ONLY the user who SET UP / CHANGED the credit card information), to
go back and update credit card information even if they do not have
access to the data. The same collector should have previously accessed
the credit card information on the same day. The window that says
they do not have the access will have the option F10-Update information.
Provided the user is a collector, they will be taken to the screen
with all of the information displayed as if they did have access to
all of the data.
- If the down payment
on a standard arrangement, or the first payment on the non-linear
arrangement, is for today, the credit card logic will usually happen
during nightly processing. If we are at the end of the month, you
will probably want to run that credit card today. The system will
pop a warning window saying that the date of the first payment is
today, and that you can have the credit card process today and link
the arrangement to the credit card. If the user accepts, the due amount
is moved into the "One-time" amount on the credit card screen.
That amount will not be picked up again. The reason we do NOT automatically
set up the first payment on the credit card is because it is possible
that the collector needs to review the information stored (e.g. the
card may not have been used for several months.)
- What if one payment
does not get authorized and you want to process the payment again,
2 days after the due date? No problem. There is a function key from
the credit card screen, F10, for "adding an amount". This
can be used even when the credit card is linked to the payment arrangement.
It prompts for the one-time payment amount and will add that to the
credit card window. It will be processed when the credit card interface
is run the next time.
- Once a credit
card has been linked to a payment arrangement, you can send a letter
before the due date, through the payment arrangement features. But
in this case, it is not a reminder to pay, but a notification that
a credit card will be used against the promise. For this reason, we
have different letters that can be generated for credit cards, through
the payment arrangements reminder feature.(Payment arrangements System
- What if you are
using the credit card to make payments on an arrangement, and you
want to always process the credit card a few days before the due date?
This is also possible - Once the credit card has been set up for use
with the payment arrangement, you can use the field to the right of
"Use for payment arrangements" to set up the days in advance
that the payment should be processed. (Days in advance is the title
on the screen). This field is only displayed when the credit card
is linked to the payment arrangement. This field is protected if the
user does not have access to the "area" of payments within
system security. This field must be used with caution, since it changes
the payment processing date. This may affect the legal requirements
since you may be required to notify the debtor before using a credit
card for recurring payments. It is for this reason that there is additional
"security" for this field.
are very useful changes. Please review them carefully and make sure
your collectors understand them prior to using the new features. We
do realize that you may feel that there are some very complicated operational
issues with regard to setting up a payment. We feel that this is a very
complex area because it is integrated with many other areas of the system.
It is further analyzed in this paper on "Payment
checks - Presently, you can set up a series of direct checks
for presentation. As each check gets processed, the information is removed
from the screen. The checks to be presented remain on the screen. If you
have the correct security, you can add (or delete) checks at any time.
(There is ann option to automatically extend the checks after 11 have
been processed.) If you make any changes or press F12 on the direct checks
screen, all the "gaps" on the screen will be filled by moving
all of the checks due to be presented into the empty fields. The user
will briefly see a message "Order of checks was changed".
recalls - (March 4, 2008) If a user accesses a different queue
(User ID) from within account processing, the timed recalls would be presented
based on the user who was signed on to to the system. In most environments,
if a person is working someone else's queue, they would want to see the
timed recalls that were set up for that user. This update will address
that issue. Within account processing, the timed recalls logic will present
accounts to the user, based on the queue they are trying to access. The
recalls for the person signed on, are also checked!
SMART CODES AND KNOWLEDGE BASE
- We have added new options to enhance the functionality. Some examples
are payment amount within a date range. In addition, we have added a search
option for client (number and search name) and collector codes. Simply
move your cursor to these fields and press F3 to activate the search.
Here is an example.
- Those who are not classified as collectors can now look at another user's
work map. This will be useful in environments where you may have a legal
department and have several different users working a specific queue.
graphs by collector -
The full 4 character collector code was not showing! This has been addressed.
a contact series - Suppose you have a 3 letter series. The debtor
makes a payment after the first letter and you stop the series. You do
not get another payment and you want the contact series to continue, but
from sequence 2, because letter 1 was already sent. *R in the option to
start a contact series, will look at prior letters sent and resume the
series, setting the next sequence to a value that will generate the next
letter. If the next sequence will now be scheduled for a date that does
not meet the interval required between the last completed sequence and
this one, the date for the next action will be delayed to allow for the
required time. If the last letter (ANY letter) was generated within 30
days (on that account), the next sequence will be scheduled for 30 days
from the system date. We realize that that this may be a problem, depending
on when the last sequence took place or the conditions (e.g. mail was
returned), but we feel that it is safer than risking the consequences
of sending a letter too quickly. We have the system set up to also mark
a letter as not being "sent" (e.g. when mail is returned) but
this will be activated in the future when we find a way to tell the system
exactly which letter was returned.
The codes you can presently enter in the Contact Series field within a
Smart Code are therefore.
valid contact series code
to start the present series from the first sequence
where X is a Contact Series by client code - This will start a contact
series based on the code X.
the above, the account must be open for the action to take place.
first letter - As you know, you do NOT have to send a first letter
(validation notice) until you have had a contact! You may well identify
accounts that may not need a letter. These could be low scoring accounts.
You may want to call and play a message. If you have a bad number, the
chances are the address is bad too. So why waste the postage? But if you
ever contact the debtor (or even think you may have, because you played
a message to an answering machine), you may want to make sure you send
the first letter. How do you make sure this happens?
In the letter codes system controls, there is a new option. When you end
the program a new option called "Letter request options" is
displayed. It allows you to tell the system to send a letter or apply
a Smart Code if at least one of 5 specified letters has not been sent.
This logic is triggered when a Smart Code is applied. The Smart Code must
get processed. The logic is automatically executed. You can indicate whether
the letter should be generated for an attempt, contact or any other action.
You must indicate what letter should be sent, if none of the letters have
been sent. There is an option to apply a Smart Code if the conditions
are met. The Smart Code could be used in the case where you have to use
logic to determine what letter has to be generated (e.g. based on the
client). This feature has great potential for managing your costs! Of
course, if you never send a letter, you can not credit report the account!
This must be considered. The decision could come down to, "Is it
worth spending $.45 to send a letter and credit report an account that
is very unlikely to pay?"
Here is a sample screen.
arrangement reminders - We
have made the following changes.
were not being stopped if it was less that 3 days before the due date.
This has been corrected.
is a separate option to print letters if there is a credit card set
up for the payment arrangement. Since you can specify different letters
for those with a credit card, you can do different things with letters.
You can print reminders for all payment arrangements, those with only
credit cards, or, have different letters printed for credit card and
in an example of the new screen.
There were some inconsistencies in the numbers displayed within the option
that displayed real time payment and promise information for collectors.
These have been addressed. We have also made some interesting changes
to the main "On-line Collector Productivity" inquiry (from within
the the menu options called by keying in EX from any menu).
used to show only collector activity. We now show anyone who has had
activity. There is an option to select only collectors (if no promises
exist). If promises exist, the user is always displayed.
you select the option, you can say "Select only collectors for
accounts worked (Y)". This will only include collectors as far
as users who had activity (if there were promises, you can not omit
problem with the promises sometimes showing very high numbers has
we show promise numbers. This can be expanded to show the number for
each category (single promises to pay, direct checks, payment arrangement
etc.). We also give you a total of the dollars for all of the categories.
This will include the only the first payment for payment arrangements
and all direct checks, but all of those, regardless of the due dates.
But, there is a difference between a credit card payment and a single
promise to pay, without an associated check. One is money, the other
may become money! From the expanded promises display, F10 will show
you "the money"! We show the total of checks, credit card
payment arrangements, PAP's and single credit card payments, as long
as they are dated for the current month (calendar month). This will
only be available on a go forward basis and not for prior days.
are some sample screens. This is the present screen for expanded promises,
with the new function key.
And here is the new screen showing the "money".
checks - We have some interesting changes.
will be an option at the company level (company information) to stop
direct checks from being set up by a collector if there are any NSF's
on the debtor (all links considered).
will show the total balance on the line that displays the title for
the screen. Since some users will not be able to view the full account
number and routing number, we will always show the last 4 characters
of the account number and routing number under the account number
you try to enter any check more than a year in the future, you will
be warned. F12 will allow the transaction to be processed.
will not allow duplicates to be entered (more than one transaction
with the same date).
is a sample screen.
codes - changing accounts based on User ID -
Presently, you are allowed to set up different collector codes and make
them all point to one User ID. When you want to change an owner based
on the person (User ID) who worked the account, which collector code do
we use when we have several to choose from? We will allow you to say "Do
not use for collector changes (N)" in collector update. So if you
have 5 collector codes all pointing to one user ID, you can put N's on
all but the one you want to use for collector changes! We will also omit
collector codes that have a delete code set up.
consolidations - We have added the following.
range (external) and an indicator to select the specific score (1-3)
last transaction date range - specified in a number of days (based
on the system date)
range (amount eligible to be worked) for the consolidations by user
the consolidation by client, placement date can be specified in a
number of days (based on the system date). For example, 1 - 40 would
mean placements within the last 40 days.
phone option has been enhanced to allow you to specify home, work
or cell phone.
is possible for different consolidations to pick up the same account,
and you could have many consolidations that run during nightly processing.
You may get the wrong results based on which consolidation was first
processed in the case of the nightly processing options. What is the
solution? There is an option called "First pass - Y". Put
a Y in this field if you want this consolidation to be processed before
those that do not have a Y in the option.
is a sample screen from the client option.
2008) For consolidations by client, it is no longer necessary to enter
a client code if only one User ID is specified. A bug with placement
dates entered in a "number of days" format was corrected.
- We have added the following options at the company level. (1st screen
of company information)
allow smart codes to be entered on the primary account (by collectors).
An "N" on the company screen will do this for all clients.
You can use a "C" to tell the system to check the client master.
An "N" on the client (last screen) will stop Smart Codes from
being entered on anything but the primary.
to stop collectors from setting up a direct check if there are NSF's
for the debtor
not create an account in the queues if any of the debtor's accounts
is in a contact series
- (June 2008) For automatic linking and points for client account number
- The system will only assign points for accounts belonging to the same
card payments - As the volume of credit card transactions increase,
we need more tools to increase productivity. We have enhanced the option
that prints credit card information and then deletes that information.
(Daily payment report options from the Payments Menu) When you select
the option, you will be warned that transactions will be deleted after
processing. When you choose to continue, you will be notified that "The
selected transactions will be loaded into a payment batch." There
is an option to indicate that you do not want a batch to be created. If
you select the option for a batch to be created, you will be prompted
for a batch number. The batch is created in a format that distributes
the payments across all of the linked accounts, based on balance types.
After the batch is created, you can go into the payment edit option. After
the transactions have been checked, they should be posted.
AND OTHER OPTIONS
by client - We have finally added a purge by client group! On
the purge options menu, option 9 will display the new options - a preliminary
report and the purge option. You can run the report as many times as required.
The selections are similar to the standard purge, with the addition of
a client group option. You can run the actual purge for different client
group and keep adding to the "purge files". You can backup and
delete the purge files after you have completed all of the required purges.
client reports - We have some new client reports.
the client comparison reports option, option 7 is "Historical
analysis and trends". This option allows you to look at several
clients and understand trends (12 months) for commissions, collections,
placements, active amounts and commission rates! You have a rich range
of selection options and this report should be very useful in analyzing
your clients. Here is a sample from these reports. The column headings
show trends in columns that compare prior months to the current month
(e.g. Current month minus 1, or current month minus 5 to 8, which
would be a combined 4 month period. Prior months 1 to 3 are separately
displayed. Other months for the 12-months past are summarized in groups
of 4 months.
9 on the client comparison options is an analysis of payment arrangements
by client and monies projected to be paid in a date range. Do take
into account that if you link across client, the information may not
be accurate. The report also identifies money due from credit cards
tied to the payment arrangements.
to cell phone legislation - There is news that you will be able
to call cell phones through ana automated dialer provided the number was
supplied to you at the time of placement. We have moved quickly to help
you use this new information. Our thinking is that you must be able to
differentiate from a cell number provided at time of placement, and one
that may have be obtained later, through other sources. Because it will
continue to be difficult to know what is definitely a land or cell number,
the challenge is that what someone may say is a cell number (e.g. a skip-tracing
service) may really be a land line and you may be able to call the number
to to make that determination. Our decision at this time is to allow you
to load cell numbers into he cell number field at time of placement. This
can be done through electronic loads or manual account entry. As an audit
trail, we will add a note if the account has a cell phone at time of placement,
along with the number. If you get a possible cell number though other
sources, we suggest that you ONLY load those numbers into the Tab+ window.
This gives you a clear indication as to what number was obtained at placement.
Of course it will be up to you to manage these numbers and you will
have to decide how they will be attempted. e.g. With I-Tel, you can
move cell numbers into a dialer campaign. In addition, to these changes
please make a note of the following.
have new logic to stop duplicate numbers from getting into the home,
work and cell numbers. These changes will apply at the time of loading
accounts. If the cell phone number is the same as the home or work
number, the cell number is not loaded. If the home and work phone
are the same, we clear the work phone number.
have added original creditor and account number to manual account
you use Quantrax's manual skip-tracing service, we have changed the
upload process to NOT load possible cell phones into the cell phone
field. They will only be loaded into the Tab+ screen.
I-Tel, you have the ability (Other phone number options) to have a
cell phone number (from Tab+) moved into the phone fields in Intelec's
queues. You would put a C in the phone code selection, for this. You
can now enter a 1 for the system to select only a cell number from
the account detail screen. A phone code of 2 will only select a cell
number from the Tab+ screen (from numbers with a code of C) if it
does not match the number on the account detail screen. A phone code
of 3 or C will select ANY phone from the Tab+ screen, with a code
account inquiry, we will notate the account whenever a cell number
is changed or added, regardless of the option on the System Parameters
to log changes to information. This will ensure that all changes to
cell numbers are audited.
- Status report
- (May 2008) The secondary close code will be used in obtaining the description
of the close code.
- We have done a great deal of report clean-up. Please review
the reports. If you still encounter issues, please contact support.
menu - We have reorganized the menu. We have grouped the options
into sub-menu items when it made sense to to that. You should have no
problems and should find it much easier to get around the options.
data - We used to archive data for 30 days for the reporting.
We have removed that restriction. Data will be archived and not deleted.
This means, that on a go forward basis, you will be able to go back and
pull data for any period, after this new version was installed. The log
and data files may be quite large, and you will be responsible for deleting
old data. The archived file will have the format SCITxxxxxx and SCCDxxxxxx,
where xxxxxx is the work date for the information being archived. To delete
old data, there is an option 20 on the management options from within
the I-Tel menu. We will be expanding the reports to allow you to select
will first need to determine what version of Intelec you presently are
on. The current release is displayed when you sign into Intelec and get
to the Main Menu.
YOU ARE ON RELEASE 7.2 OR RELEASE 7.4, please go to the documentation
for Release 8.0 and follow those instructions which will get you to to
Version 8.2. You will then need to update to 8.25 by running option 4
and 6 from the 8.25 installation instructions below (within INSTALLATION
OF THE NEW VERSION IF YOU ARE ON VERSION 8.2)
INSTALLATION OF THE NEW VERSION IF YOU ARE ON VERSION 8.0
will need to follow the instructions for upgrading to 8.1 only. This will
automatically install you through versions 8.1, 8.2 and 8.25.
INSTALLATION OF THE NEW VERSION IF YOU ARE ON VERSION 8.1
will need to follow the instructions for upgrading to 8.2 only. This will
automatically install you through versions 8.2 and 8.25.
INSTALLATION OF THE NEW VERSION IF YOU ARE ON VERSION 8.2
can install this update as long as no users are on the system. You can
install the update at any time - at the end of a day (before nightly processing)
or at the beginning of a day (after nightly processing has completed).
You should have a backup from the last nightly processing that was run.
There are no major file changes and a full backup is not necessary. The
complete install should take less than 30 minutes, but may vary depending
on your data volumes and processor.
You will receive 2 CD's - on titled BASE and another titled MODS. Please
make sure you have both CD's before you start the installation.
You will first need
the CD called MODS. We will need a dedicated system (No Intelec jobs running).
You should make sure
that all users are signed off Intelec.
- Cancel the Smart
Code processing program.
- If you have a dialer
other than Intelec, cancel those programs.
- If you are using
I-Tel, end the dialer server.
For the following
instructions, please remember to use "opt01" if you are using
a CD and are prompted for the device name.
- Sign on with an
Intelec User ID that gives you access to the command line (anything other
than INTELOPR), load the CD titled MODS in the optical drive and get to
a command line.
Key in CALL INSTALLMOD and press ENTER. This job will take about
5 minutes. You will be signed off and will be asked to sign on at the
end of the job. Sign on as QSECOFR.
- Now remove the CD
titled MODS and replace it with the CD called BASE.
Key in ADDLIBLE SCLIB from a command line and press ENTER
Then key in ADDLIBLE SCMOD and press ENTER
Key in CALL INSTALLNEW, press ENTER and follow the instructions.
The device name should be opt01.
This option will take about 5 - 10 minutes. At one point in the installation,
the system will check that the library SCLIB is not in use and if it is,
it will display any jobs that will need to be canceled. At the end of
this step, you will be asked to have all users signed off the system.
- After Step 2 is complete
sign off and sign back on with the User ID QSECOFR
Place the CD titled MODS in the optical drive and key.
Key in ADDLIBLE SCLIB from a command line and press ENTER.
Key in CALL INSTALLFIX
This step will take a few minutes.
- After Step 3 is
complete sign off and sign back on with the User ID QSECOFR.
Do not attempt to sign on with an Intelec User ID.
At this stage, do not allow users to sign on. The rest of
the installation process could take about an hour. We will be creating
some new logical files over the account and payment files.
Key in ADDLIBLE SCLIB from a command line.
Key in ADDLIBLE SCFIX from a command line.
Key in ADDLIBLE SCMOD from a command line.
- Place the CD titled
BASE in the optical drive and key in CALL INSTALLSYS. This step
will take a very short time to complete.
- Key in CALL
INSTALR825. Press ENTER and follow instructions. The job is submitted
and will run in batch. This step could run for a few hours.
Check that the install program is running by using WRKACTJOB. Once the
job has started, you should wait about 5 minutes and can leave if there
are no messages.
This time taken for this step will depend on the amount of data on your
system, and your processor speed. An estimate of the time taken is under
When this step is over, the installation of the new release is complete.
You should check the job to make sure it has completed (WRKMSG QSECOFR)
and use the WRKACTJOB command to make sure there are no messages.
The completion message "'Intelec Release 8.25 has been installed"
will be sent to INTELOPR.
- After Step 6 has
completed, you should run nightly processing if you installed the code
at the end of the day. Otherwise, continue with your regular work.
- Please make
sure that you send an e-mail to firstname.lastname@example.org indicating that you
have updated to the new version. This is very important.
POST INSTALL OPERATIONS
The following were a part of the Version 8.1 upgrade. If you did not run
these options, consider running them now.
As we discussed earlier, we have started to track right party contacts,
has debtor called us? etc. We have a program you should run after you
have set up your Smart Codes. Remember, we will be looking at the base
Smart Code for our analysis. For ongoing work, it is important to set
up all overrides in the same way as the base Smart Code, with regard to
some of these new option. Recognizing the need to be able to easily move
information across Smart Codes, we have a new program that will copy information
from the base Smart Code to the overrides. In addition, you can set up
some options across all Smart Codes too. From the Smart Code duplication
options (3rd System Control Menu) you will see the following when you
select "Smart Codes".
You can leave the
copy options blank and have the system duplicate the selected options
from the base smart codes to all of the overrides. This is a good time
to remind you that Smart Codes and their overrides must have the same
basic meaning. E.g. You should never have the base Smart Code defined
as attempt and the overrides for that Smart Codes defined as contacts.
If you use ACat codes, and you want the ACat code to be used for Smart
Code overrides, you need to tell they system to do that at the client
level (because ACat Codes may mean different things for different clients).
The above option allows you to put a Y in all of the clients for the "Use
ACat for Smart Codes" option.
It is our recommendation
that you update the Smart Codes as soon as possible after the new version
To update the account
master based for RPC's, attempts etc. based on on prior activity, we have
created a special program that can be run after the Smart Codes have been
set up. The job will run for a long time (a guess is 1 - 2 hours) depending
on the number of the accounts in the system. The job can be run when users
are on the system, but we suggest that you run it during a period of low
To run the program key in the following from a command line.
The job will run from
the job queue.
You may want to consider setting up the following sometime soon
- Option to stop
audit notes being added for maintenance Smart Codes
- Changing some worker
codes to not have the account go into queues.
Quantrax Corporation, Inc.