Leads (Browse)

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Leads (Browse)

Program Navigation: toolbar > Leads Browse

·The main purpose of the leads browse is to capture a prospective client and the client's details without any interruptions.

·The lead form has no mandatory fields, so the information can be saved even if you don't have all the leads information.

·The lead browse works exactly the same way the client browse, the only difference on the lead browse is that you can't upload a client.

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Minus18 Credit Bureau:

oThe client browse allows the user to insert a client by clicking on the insert control on the client browse, this will open a list where you can either add a new client by capturing the client's information or add a client from the credit bureau.

oThe credit bureau option will insert basic information in the client form and the user can only ensure that the information is correct and add any missing information.

CreditBureauForm

This is an example of the Credit bureau form

Minus18 The following can be found on the Credit bureau form:

·Credit Bureau:

oThis field will allow the user to select the credit bureau that will be used to extract the information.

·Applicant ID Number:

oThis field will allow the user to insert the applicant's ID number.

·Spouse ID Number:

oThis field will allow the user to insert the spouse's ID number.

· CreditBureau

oThis control will allow the user run the check with the client's permission.

DCRepors Minus18 DC Reports

oThis control allows the user to print various debt counsellor reports such as the Form 17.1, Form 17.2, Proposal summary, Form 16, Hyphen consumer statement.

This is an example of the DC Reports window

Minus18 The following Reports can be found on the DC Reports window:

Minus18 Creditor Reports + Email

oThis control allows the user to print or email various lead creditor reports.

oAn Email with the attached report can be created from this window.

oA CRM record with the attached report can be created from this window.

oThis is an example of the DC Reports window

o PrintReports Print:

oThis control allows the user to print the selected report/s for the selected creditor/s.

oThis option will send the report directly to the default printer if the "Preview" and/or the "Create CRM of Report" options are not selected.

o EmailReports2 Email:

oThis control allows the user to email the selected reports/s to the selected creditor contact person/s using the selected email program (default email, Simplicity email).

oThe selected reports will be attached to the generated email for the selected creditor contact person/s.

oA separate email will be created for each selected credit provider.

oCreate CRM of Report (Only available for "Print" option):

oThis option will crate a separate CRM record for each selected report for the selected credit provider, the associated report will be attached to each CRM record.

oReports cannot be previewed when this option is selected.

o CRMRep CRM:

oAllows the user to view/maintain the CRM records for the selected lead creditor.

o TagAll Tag All:

oAllows the user to tag all lead creditors, reports will be generated for all tagged lead creditors.

o UnTag Un-Tag:

oAllows the user to un-tag all lead creditors.

oPreview Report(Only available for "Print" option):

oAllows the user to display a preview of the reports before printing or saving as PDF.

oEmail Program:

oAllows the user to select the email program with which to send the email to the lead creditor contact person/s.

oSimplicity Email: This option makes use of the Simplicity email feature to send the emails to the lead creditor contact person/s.

oDefault Email: This option makes use of the workstation's default email program to send the emails to the lead creditor contact person/s (Outlook,Thunderbird,Incredimail).

oGenerate Reports:

oThis control allows the user to preform the selected action (print or email) for the selected reports and lead creditor contact persons.

oType:

oThis allows the user to select the contact to which the email must be send to and to select other contact persons (CC) that must be included in the email.

oEmail To: Allows the user to select the contact person that must receive the email.

oCC To: Allows the user to select the contact person/s that must receive a duplicate of the email sent to the original contact person.

Minus18 Lead Reports + Email

oThis control allows the user to print or email various lead reports.

oAn Email with the attached report can be created from this window.

oA CRM record with the attached report can be created from this window.

This is an example of the lead Reports + email window

· PrintReports Print:

oThis control allows the user to print the selected report/s.

oThis option will send the report directly to the default printer if the "Preview" and/or the "Create CRM of Report" options are not selected.

· EmailReports2 Email:

oThis control allows the user to email the selected reports/s to the lead using the selected email program (default email, Simplicity email).

oThe selected reports will be attached to the generated email for the lead.

·Create CRM of Report (Only available for "Print" option):

oThis option will create a separate CRM record for each selected report for the lead, the associated report will be attached to each CRM record.

oReports cannot be previewed when this option is selected.

·Preview Report(Only available for "Print" option):

oAllows the user to display a preview of the reports before printing or saving as PDF.

·Email Program:

oAllows the user to select the email program with which to send the email to the lead.

oSimplicity Email: This option makes use of the Simplicity email feature to send the emails to the lead.

oDefault Email: This option makes use of the workstation's default email program to send the emails to the lead (Outlook, Thunderbird and Incredimail).

·Generate Reports:

oThis control allows the user to perform the selected action (print or email) for the selected reports and lead.

·Type:

oThis allows the user to select which contact to email and which contact to CC.

oEmail To: Allows the user to select the contact person that must receive the email.

oCC To: Allows the user to select the contact person/s that must receive a carbon copy of the email.

Minus18 Form 19

oThis window allows the user to print the leads clearance certificate.

oIn order for the creditors to appear on the report as being settled in full the creditor's status must be changed to "Paid up".

oThe lead's "Date Court Order Granted" must be inserted in order to print this report.

oThe last payment date on the report is determined by the last date on which the creditor received payment according to the payment plan.

oThe full amount settled on the report is equal to the original balance inserted on the obligation form.

This is an example of the Form 19 Window

·Preview:

oThis check box allows the user to display a preview of the leads clearance certificate.

Minus18 Hyphen Consumer Statement

oThis window allows the user to print the Hyphen consumer statement.

oThe report can also be printed per credit provider and/or for a specific amount of periods.

This is an example of the Hyphen Consumer Window

·Collections to print:

oAllows the user to specify the amount of collections to print starting with the latest collection.

oPrint all collections if 0

·Per Hyphen Creditor:

oThis check box allows the user to select a lead obligation for which to print the selected collections.

·Print Balances:

oPrint balances will include a balance column for the newest collection.

·Preview:

oThis check box allows the user to display a preview of the Hyphen Consumer Statement.

LockClient Minus18 Lock lead

UnlockClient Minus18 Un-Lock lead

EmailButton1 Minus18 Email

Minus18 Main Filter

oThis allows the user to filter the list of leads according to specific criteria.

oActive leads: This displays a list of leads either locally active only or active at the PDA.

oInactive leads: This displays a list of leads either locally inactive only or inactive at the PDA.

oTerminated leads: This displays a list of leads either locally terminated only or terminated at the PDA.

oPaid Up: This displays a list of terminated leads for which the terminated reason is "all paid up".

oAll leads: This displays a list of leads regardless of their status.

oUpload Failed: This displays a list of leads for which the last upload attempt failed.

oProposal status: This displays a list of leads according to the proposal status selected on the sub filter (provisional, final or none).

oFrozen leads: This displays a list of leads for which the payment plan has been frozen at the PDA.

Minus18 Sub Filters

oThis allows the user to filter the list of leads according to specific criteria based on the selected main filter.

oAll: This displays a list of all leads filtered by the selected main filter.

oChanges to Upload: This displays a list of leads, filtered by the selected main filter, for which the plans need to be uploaded after a change was made to the lead record.

oCreditor Terminated:

oUniversal Rule Set Rule set: This displays a list of leads, filtered by the selected main filter, for which the rule set is Universal Rule Set.

oDeactivated by PDA: This displays a list of leads, filtered by the selected main filter, for which the plans have been deactivated by the PDA.

oIncomplete: This displays a list of leads, filtered by the selected main filter, for which the record is currently on an incomplete status (certain criteria has not yet been fulfilled in order to successfully validate a Universal Rule Set proposal or save the lead file and generate a plan).

oInvalid Reference: This displays a list of leads, filtered by the selected main filter, for which one or more creditor reference combinations did not pass the validation check at the PDA.

oNot Uploaded: This displays a list of leads, filtered by the selected main filter, for which the lead record and plan have not been successfully uploaded.

oUpload Done: This displays a list of leads, filtered by the selected main filter, for which the upload has been successfully done.

oUpload Failed: This displays a list of leads, filtered by the selected main filter, for which the upload has failed.

oUpload Pending: This displays a list of leads, filtered by the selected main filter, for which the upload is currently being done.

oValidate Failed: This displays a list of leads, filtered by the selected main filter, for which the validation process returned invalid creditor reference combinations according to the validation check at the PDA.

oValidate Passed: This displays a list of leads, filtered by the selected main filter, for which the validation process returned valid creditor reference combinations according to the validation check at the PDA.

oInactive only: This displays a list of leads, filtered by the selected main filter, for which the lead records are inactive.

oTerminated By Hyphen: This displays a list of leads, filtered by the selected main filter, for which the leads records and plans have been terminated by the PDA only.

Minus18 Branch Filter

oThis allows the user to filter the list of leads by displaying only the leads linked to the selected branch.

Minus18 Additional Security