A legal contact may be added to a Recovery Accounting account at anytime. Each contact added is stored in Recovery Accounting and in the demographics file that is shared between CACS Enterprise and Recovery Accounting. A contact cannot be added for inactive accounts.
Follow these steps to add a contact:
From the Contacts view in Collections, select the Add Legal Contact push-button. The Add Legal Contact dialog is displayed.
Specify a free-format Name for the contact.
Select the Prefix, if applicable, for the contact.
Specify the contact’s First Name and Last Name in the appropriate fields.
Select the Suffix, if applicable, for the contact.
If provided, indicate the contact’s Middle Name and Maternal Name in the appropriate fields.
Select the Relationship of the contact to the primary accountholder. At least one contact must have a Relationship of Primary.
For the contact specify the social security number or tax identification number in the SSN/Tax ID field.
Using the SSN/Tax ID Type drop down list indicate whether the SSN/Tax ID field is being used to specify a social security number or tax identification number.
Specify the contact’s Address using the three lines provided.
Select the appropriate Address Relationship from the drop down list to indicate the relationship between the Name and Address for the contact.
Indicate whether or not to Block letter(s) to this address.
Specify the City associated with the contact’s address.
Select the State associated with the contact’s address.
Specify the Zip Code and the County, in the corresponding fields, associated with the contact’s address.
Select the Country associated with the contact’s address.
Specify the Email Address for the contact.
Using the Language Preference drop down list select the contact’s preferred language of communication.
Indicate the contact’s phone numbers in the corresponding Phone Number fields.
Select the appropriate phone Format, Phone Type, and Phone Availability for each of the Phone Numbers specified.
Specify a Memo for the contact entry.
Indicate the Customer Information Number that points to a set of demographic data associated with the contact in a customer information file.
Using the appropriate Report to Credit Bureau radio button indicate whether a credit bureau report interface extract may be created for the current contact. If the Primary contact record has No for Report to Credit Bureau then all other contacts associated with the account must have No for Report to Credit Bureau.
Indicate the Bankruptcy Status for the contact, if one exists.
If a Bankruptcy Status is selected for the contact then specify the Bankruptcy Status Date. The date may be entered in the appropriate format or selected using the calendar widget.
Select the OK push-button. The contact appears in the Contacts view.
To cancel the add contact request, select the Cancel push-button. When this push-button is selected the dialog is closed and the Contacts view is displayed.
Select the Save push-button. The new contact information is sent to Recovery Accounting. If the save is successful, the errors are displayed in the Messages dialog and the view from where the save was selected is displayed.