Define Account Templates

To define account templates:

Step 1: Navigate to Administration > Account > Define Account Templates > Your Choice:
(Note: there are two Templates that are available to Define. )
View Account- The Account Folder view on the screen
Edit Account – The Edit Account window when the option is selected from Actions.
 

These are all very similar; this example will use the View Account option

 

Step 2: Hover over the Available Templates tab and select a template to edit.

Note: Typically, editing the default template is the best thing to do.  Additional templates can be created and assigned to each account type if there are different fields needed for each type.  To define account types to various templates, click here

 

Step 3:  In the Define Account View Template window, select a tab to edit at the bottom of the screen.  Use the red x to delete a tab, and the arrows to rearrange the tabs.

Various tabs can be created, reordered, deleted or copied to track data elements.

 

Step 4: In the top pane of the window, click the Edit  button.

 

Step 5:  Special Template Views are available for some pages in the product.  These are page formats that have already been created in the background to make the screens easier to view.

  • The Main information tab should always have the Account Main View selected.
  • Debtors tab should have the Account Debtor view.
  • Notes tab should have the Notes Special template view.
  • Victims tab (if the Victim module is installed) should have the Victim View

Financial Transaction View will display all Transactions on this account (payment, reversal, and adjustment)

Foward Status tab if you are forwarding accounts to an Outside Collection Agency

 

Step 6:  Adding, Editing, Removing and Rearrange fields.

Several fields are included by default.  Highlight a field and select the arrows on the right side to reorder or Red – to delete a field.

To add a new field, click in the first blank spot at the bottom of the list.

ALWAYS click in the Field column firstto get the drop down box of available fields.

Select the Field that is needed and then click in theLabel column and it will auto populate the name based on field name.

Use the Arrows to reorder the field placement as needed.

 

Step 7:  Extra Options
Display Width- This option alters the width of the field on the screen.  If left blank it will default to be the length of the viewable area.   Numbers such as 100, 200, 300 will create a smaller field. 
In this example the order of these fields shown are: Blank, 100, 200, and 300.


           
Bold- Select if this field should be a Bold Font or Regular

Display Height- Choose the display height for the screen for any STRING field.  This will ensure all data will be displayed by wrapping if the data field will hold lots of data.
In this example:  Blank will default to height of data in box, and 40 is used for the Filing Frequency field.  Notice it created a scroll arrow within this field box.


           
Step 8:  Click OK to save.  The Account Folder screen will change to reflect changes immediately on the workstation performing the changes.  All other users will need to LOG Out and Log back in to see the changes.

Note: REMEMBER, THIS HAS ONLY CHANGED THE ACCOUNT MAIN VIEW SCREEN SO FAR. 
TO CHANGE THE EDIT ACCOUNT SCREEN YOU WILL GO THROUGH THE SAME STEPS IN THE EDIT ACCOUNT MENU.

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662