This area will define many necessary global settings in Revenue Results.
Step 1: Navigate to Administration < Organization Setup
Step 2: The Organization Setup dialogue box will pop up. Enter the appropriate information about your Organization.
Make sure that you enter information on each of the sections listed on the left side.
In the first section enter the Contact Information for your organization. These fields are available as merge fields for letters.
Also, your organization’s name displays on the top left corner of Revenue Results when the application is open.
Mailing information is the 2nd section you will see. These fields are also available as merge fields for letters.
Audit Information- enable change Tracking. Stores information in the database about changes made to the any fields. There is currently no interface for viewing changes; this could be utilized if you programmed a Stand Alone outbound interface. *Recommended for Stand Alone only.
Background - This ability allows you to upload a background image such as a logo and make this the background image that appears when you log in.
Step 1: Select Choose File
Step 2: Browse to find the file location
Step 3: Select custom background color if needed
Home» Configure» Organization Setup
(ABOUT 1/3 WAY DOWN THE PAGE, EDIT THIS SECTION)
Collector- Track the performance of collectors for each bin based on bi-weekly, monthly, quarterly, or annual benchmarks. This screen also sets the “Fiscal year start date” to accurately report YTD (year-to-date) data on select reports; as well as the number of accounts a collector can schedule to work in one day before being notified of over-scheduling.
Letters- select several letter options
Save letters here before printing: This option allows you to save an electronic copy of the letter you are printing for a debtor into a folder on your computer. This will save an exact copy of the letter with the letter name and debtor number. This might be helpful for auditing purposes.
NOTE: Click herefor more information on letter optionsand definitions.
Automatic assign letter series to new debtors:A letter series is a pre-defined group of letters that are assigned to specific debtors. Define a letter series in the system under Correspondence > Define Letter Series (see Correspondence section). This option will automatically assign a letter series to each Debtor entered into the system.
Select letter series from drop down list.
Choose minimum balance for letter series to apply
Click to select any status(s) that you do not want to automatically send letters to in the Exclude debtors with status pane.
Use the below email account for all email correspondence: This is an optional global setting that causes all manually requested email correspondence to send from a pre-defined email account. Typically, manually requested email correspondence sends from the email account of the user who is requesting the letter.
To use this feature:
Select the checkbox for Use the below email account for all email correspondence
To optionally allow a user to override this setting and use a user-specific email account when manually sending a letter, select the checkbox for Allow user to override.
In the Display email field, type the email address from which the email is sent.
In the Display name field, type the name that displays in the ‘From:’ field in the e-mail message.
Enter the credentials for the email account in the remaining fields. These include the mail server, username, and password. Port and domain can also be configured, if required
Click Test Email to send a test message. A dialog box opens asking for a recipient email address.
Enter the recipient e-mail address in the box and click Test. If the settings are entered correctly, then the email sends. If the settings aren’t correct, a warning box opens indicating an error.
Click Save Changes.
Data Entry - Select settings for how data will be entered into the system
Zip Code: √ to auto populate zip code. This will auto tab to the Zip Code field when manually entering a Debtor. After typing in the zip code the system will auto fill City, State and Country. Also, select if this will be listed in All CAPS or not. Select the multi-city selection so that if one zip code is assigned to multiple cities you will have the option to select which city you would like.
ADAL: √ to enable Advanced Debtor Account Linking (ADAL). This option activates the fourth level of Account linking. Enter the name of this additional level for you agency, such as Court Case. To learn more about ADAL, click here.
General-Select several settings for the system
Default debtor types:Select the debtor types your department will collect for: “Individual”, “Company”, or “Individual or Company”.
Maximum number of search results:This controls search results from the Search Panel, and also during Mass Letter Requests.
Refresh snapshot data every: This option controls how often the Snapshot Report will automatically refresh, in minutes.
Database connection timeout:This helps control how quickly the SQL database times out while running large queries or reports. The default setting is 15 seconds, and this is generally enough time to run almost all queries successfully. If you are experiencing time out errors, try increasing this to 60 or higher.
Build all work lists at: Select the time of day for work lists to build automatically.
Load custom reports on business server:SaaS clients have the ability to use the Custom Reports tool. Custom Reports uses a tool called Active Reports. This is an advanced database reporting tool that will require some knowledge of SQL database tables. To activate this, check this option. Many more setups are needed to define a Custom Report, this is the first step. To learn more about custom reports, click here.
Manually clear next step / next work date:This controls the ability to clear the Next Work Date and Next Step when any action to a debtor occurs. If unchecked, working a debtor causes the next step/work date to clear automatically. If checked, working a debtor will not automatically clear the next work date—user intervention is required.
Enable debug level server logging: Selecting this option causes the server log to immediately run in debug mode
Notes: Control several aspects of notes, including numbering and detail level.
Enable verbose workflow notes: Selecting this setting results in a more detailed note when a system-generated workflow occurs. Instead of simply listing the workflow event that triggered, it lists in detail why the workflow triggered.
Note Initial Values:Selecting this setting results in the placing of all values into a note, including the initial value of a field as well as the new value. Left unchecked, you will only receive a note when a value is changed.
Display Numbers:Select from the three drop-down lists the number that will display in the notes for each note type: Debtor, Account or Victim. Selecting “Number” uses the Revenue Results system-generated number; and selecting any of the available reference fields uses the correlating reference field for numbering. For example, an agency may use Account Reference 1 to display their Case or Docket number, and now this number can display in the notes to aid in referring to an account.
Initial cursor position: This setting affects the default cursor focus in the “Add Note” window, which appears when you click the “Add Note” button while working a debtor.
Select “Note Text” to have the cursor default to the note-entering portion of the “Add Note” window, allowing the instant insertion of text.
Select “Predefined Notes” to highlight the drop-down list containing any pre-defined notes. A user can then select a pre-defined note by clicking the drop-down menu; or by typing the first couple letters of the note code, causing the note code to appear, then pressing the “Tab” key. Either action causes the pre-defined note to insert in the text-box, and places the cursor at the end of the inserted text to allow the insertion of additional note text. This is convenient if an organization uses pre-defined note codes.
Labels: Select the labels that will display on the top level folders. This can be used if for example Debtors are called Defendants in your County, you can rename the tab to Defendant. Or if an Account is called a Case instead, the folder can be called Case. Default labels of Debtor, Account and Victim are displayed.
Step 1: To change the name check mark ‘use custom label’ and type in the label you would like to see.
Step 2: A preview to the right will be displayed
Step 3: Click OK to save
Step 4: The Account Reference # can also be selected to display on the folder. This might be helpful to tell at first glance which account you are looking at .
Payments and Receipts: Use this option to control many options with the payment and adjustments areas.
Receipts- √ to set up the system to automatically print receipts for payments received. Select the Receipt name from drop down list. Receipts need to be defined in Administration < Payments < Define Payment Receipts section or option will be grayed out.
Enable payment fee- to charge a payment fee of any kind you can enable this with a √.
Allow override of payment fee- if you charge a payment fee, but would like the ability to manually override to not charge the fee in some cases, √ here
Custom Receipt Number: Check to use a Custom Receipt number on the Print Debtor Information Report on the debtor Action panel. This will correspond to a Payment Custom Field that has been defined. To review Payment Custom Fields, click Here.
Line Item Overpayment: √ this to allow the overpayment of line items. This will allow you to overpay a specific line item on an account rather than having a line item created that is called “Overpayment”.
Enable Post Hold: Post Hold is a new feature to post money to a debtor immediately even though you may not know which account the money should be allocated to yet. This payment will display on your Deposit Reports as money you have received for the day, but it will not be allocated to one of the Debtors accounts until a later time. To learn more about processing a Post Hold click here.
Enable Duplicate payment Detection: This option reviews payments based on the amount of the payment amount and the document number to warn you if the same payment has already been entered.
Enable Auto allocation (Affects both payment and adjustment screen): This option is selected by default, but can be turned off if you do not want the system to auto allocate based on the allocation rules you have in place. To learn more about auto allocation rules click here.
Exclude zero balance and closed accounts (Affects both payment and adjustment screen): Select to exclude $0 accounts and closed accounts in the adjustments and payments screen. This way if a debtor has 5 accounts and 2 are paid in full, you will only see 3 accounts in the screen.
Select to Allow user to override as an option, so that they can see zero balance accounts if they choose to.
Purge Settings:Purge Settings allow an administrator to set certain criteria, which can automatically delete debtors and accounts from the database upon meeting the criteria. When a user deletes a debtor or account in Revenue Results, the debtor or account is no longer available for viewing. However, the debtor or account information is still present in the database for the time period specified in the Purge Settings module. When a debtor or account meets the criteria set in this module, the information is permanently deleted from the database and is no longer retrievable. Corresponding notes regarding any purges are left in a debtor’s notes.
Interval between debtor deletion and removal from the database: The amount of time between a user deleting a debtor in Revenue Results, and when the system can permanently delete the debtor information from the database.
Interval between account deletion and removal from the database: The amount of time between a user deleting an account in Revenue Results, and when the system can permanently delete the account information from the database.
Delete completely worked ad-hoc Work Lists after: The amount of time after an ad-hoc work list is completed before the system permanently deletes the work list.
Delete credit card data after: The number of days after a debtor or account is deleted before the system permanently deletes the credit card data. A note is left in a debtor’s notes listing the last four digits of a credit card, and the purge settings that caused the cards to be deleted.
Delete import logs after: The number of days after an import takes place before the logs regarding the import are deleted by the system.
Reference Numbers: Change the name of the Debtor and Account Reference fields here and it will change the name throughout the full system. Reference numbers are often unique identifiers such Case Number, Docket Number, Person ID, etc.
Scheduler Settings: Run Scheduled events such as Importing and Printing as a service from the server. This will eliminate the need to keep a workstation running to run the scheduled events. This is only availalbe for OnPremise Clients. Select which events will run as a service (import or printing queue only) and select the path of each. There are other settings that need to happen on the server itself, click here to learn about setting up all of the server settings.
User Security: Several settings to allow customized security options for passwords.
Ability to set an inactivity timeout interval – This will lock the application if the collector has been away from Revenue Results for the specified time
Ability to set a password expiration – This will prompt the collector to change their password based on the specified expiration period
Ability to set a password history requirement – This will require that the collector not use the same password within the specified history period
Ability to set the minimum password length- select the minimum length of password in # of characters
Password complexity- select 3 options with a check mark
Ability to require a mix of UPPER and lower case letters in passwords
Ability to require numbers in the password
Ability to require special characters in the password
Email Setup Tab: This area is designed to notify the user if an import has failed. Using Scheduled Events import can be setup to run automatically, this area will define any user that should receive notification of an Import failure.
Mail Server: This is your email server address. Revenue Results connects to it to send the email notification through your mail server.
Port: Usually 25 (the standard SMTP port).
Enable SSL: check to enable SSL (Secure Sockets Layer) to encrypt the message.
UserName/Password/Domain: to access the email server
Display Email/Name: will display in the email notification as who it came from
Send Test Email to verify the Email settings are correct
Input the message details that will be sent when the import fails