Local Creditors Form

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Local Creditors Form

Program Navigation: Simplicity > toolbar > Credit Providers > Local Credit Providers Form

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oThis form allows the user to insert and edit a local credit provider's details.(such as the name and contact details of the creditor)

LCForm

This is an example of the local creditors form

 

Minus18The following tabs can be accessed from the local creditor form:

Minus18General

oThis form allows the user to capture the Creditors basic details and information.

 

LocalCreditorsGeneral

This is an example of the General form

 

Minus18This following fields can be found in the credit providers form:

·Creditor Code:

oThis field displays the Hyphen creditor code of the linked Hyphen creditor if linked.

 

·Creditor:

oThis field allows the user to select and link a Credit Provider from the current PDA Credit Provider list.

 

·Holding Creditor:

oThis field allows the user to select a credit provider to group the creditors to, this is used in the document merge feature.

 

·Creditor Name:

oThis field allows the user to insert the creditor's name.

 

·Legal Description:

oThis field allows the user to insert a description that will be used as the creditor name on the NCT reports.

 

·Creditor Branch:

oThis field allows the user to insert a creditor branch.

 

·Default Contact person:

oThis field allows the user to insert a default contact person for the credit provider.

 

·Default Email:

oThis field allows the user to insert a default email for the credit provider.a

 

·Proposal Cascading: .

oThis field allows the user to set the default cascading action for a selected credit provider for all accounts using the selected credit provider.

 

·Communication:

oAllows the user to insert a default communication medium for specific document types.

 

·Normal Documents:

oThis field allows the user to insert a communication medium that will be displayed on the general creditor debt counsel reports.

 

·Court Documents:

oThis field allows the user to insert a communication medium that will be displayed on the court documents created in the document merge feature.

 

·Court Citation Note:

oThis field allows the user to insert a note for a court citation.

 

·Note:

oThis field allows the user to insert a note.

Minus18Phone Numbers

oThis tab allows the user to insert the contact details for the credit provider.

LCPhoneNumbersForm

This is an example of the Phone Numbers tab

Minus18The following fields can be found in the Phone Numbers Tab:

·Phone Type:

oThis field allows the user to select the nature of the Number (e.g. Cell or Fax).

 

·Number:

oThis field allows the user to insert a contact number for the credit provider

 

Minus18Addresses

oThis tab allows the user to view one or more addresses for the credit provider.

 

LCAddressesForm

This is an example of the Addresses Form

 

Minus18The following fields can be found in the addresses Tab:

·Address type:

oThis field allows the user to select the type of address to be inserted for the credit provider (e.g. Street or Postal).

 

·Address:

oThis field allows the user to insert the address details of the credit provider.

 

Minus18Contact Persons

oThis browse allows the user to view the contact details of the creditor.

ContactPCP

This is an example of the Contact Persons Tab

Minus18NCT Citation

oThis tab allows the user to insert a note that will be inserted on the NCT reports.

NCTEditor

This is an example of the NCT Citation tab

 

Minus18The following is an example of the Addresses tab:

·Rich Text Editor:

oAllows the user to make any formatting changes to the NCT Citation.