Contact Manager

The Contact Manager allows creation of reusable, global contacts in Revenue Results.  Global contacts can be created for employers, standard contacts, or banks.  For example, there may be individual contacts that are standard for your organization such as attorneys, parole officers, judges assigned, and others.  There may even be standard employers that are used repeatedly as well.  The Contact Manager saves collector time by selecting a contact/employer from list, rather than typing it in each time.

This section includes the following topics:

  1. Defining global contacts, employers, and banks
  2. Linking a global contact, employer, or bank to a debtor
  3. Configuring users to edit Contact Manager information in the Edit Debtor screen
  4. Editing the Contact Manager info from the Edit Debtor screen

 

Defining global contacts, employers, and banks

You can create a contact, employer, or bank that can be linked to from any debtor in your system.

In this section:

 

Defining a new global contact

To define a new global contact:

Step 1:  Navigate to Administration > Debtor > Contact Manager.

 

Step 2:  In the Contact Manager screen, select the Contacts tab.

 

Step 3: At the bottom of the Contacts list, click the Add Contact  button.
 

Step 4: In the Add Contact window, do the following, and click OK:

  • In the Name field, type the name of the contact.
  • From the Type drop-down list, select the type of contact you are adding.
    Note: The Type drop down list is defined in the Codes menu.  To learn how to edit the Contact code, click here.


 


Step 5: In the Contacts list, select the new contact, and complete the fields on the right-hand side of the screen.

 

Step 6: Click Save Changes and Close.

 

 

Defining a new global employer

To define a new global employer:

Step 1:  Navigate to Administration > Debtor > Contact Manager.

 

Step 2:  In the Contact Manager screen, select the Employers tab.

 

 

Step 3: At the bottom of the Employers list, click the Add Employers    button.

 

Step 4: In the Add Employers window, do the following, and click Save Changes:

  • In the Name field, type the name of the employer.
  • From the Type drop-down list, select the type of employer you are adding.
    Note: The Type drop down list is defined in the Codes menu.  To learn how to edit the Contact code, click here.


 

Step 5: In the Employers list, select the new employer, and complete the fields on the right-hand side of the screen.

 

Step 6: Click Save Changes and Close.

 

 

Defining a new global bank

To define a new global bank:

Step 1:  Navigate to Administration > Debtor > Contact Manager.

 

Step 2:  In the Contact Manager screen, select the Banks tab.

 

Step 3: At the bottom of the Banks list, click the Add Bank    button.

 

Step 4: In the Add Bank window, type the name of the bank, and click OK:

 

Step 5: In the Banks list, select the new bank, and complete the fields on the right-hand side of the screen.

 

Step 6: Click Save Changes and Close.

 

 

Linking a global contact, employer, or bank to a debtor

After creating a global contact, employer, or bank in Revenue Results, you can link to the global contact from any debtor in your system.

Note: Before you can link to a global contact from a debtor, you need to define the debtor template to allow the viewing of the contact type.

In this section:

 

Adding a new global contact

To add a new global contact:

Step 1:  With a debtor open, in the Actions panel, click the Edit Debtor button.

 

Step 2: In the Edit Debtor window, click the Contacts/Employment tab at the bottom of the screen.

 

Step 3: In the Contact area, on the right-hand side of the screen, click the Global Contact Link  button.

 

Step 4: In the Global Contact Link window, select the contact to link to the debtor, and click Save Changes and Close.

Note: You can also search for a contact in the Search pane on the left-hand side of the window.

The global contact loads into the contact fields in the Edit Debtor window, displaying a link icon the tab.

 

Step 5: Click Save Changes.

 

 

Adding a new global employer

To add a new global employer:

Step 1:  With a debtor open, in the Actions panel, click the Edit Debtor button.

 

Step 2: In the Edit Debtor window, click the Contacts/Employment tab at the bottom of the screen.

 

Step 3: In the Employment area, on the right-hand side of the screen, click the Global Employer Link  button.

 

Step 4: In the Global Employer Link window, select the employer to link to the debtor, and click Save Changes and Close.

Note: You can also search for an employer in the Search pane on the left-hand side of the window.

The global employer loads into the employment fields in the Edit Debtor window, displaying a link icon the tab.

 

Step 5: Click Save Changes.

 

 

Adding a new global bank

To add a new global bank:

Step 1:  With a debtor open, in the Actions panel, click the Edit Debtor button.

 

Step 2: In the Edit Debtor window, click the Contacts/Employment tab at the bottom of the screen.

 

Step 3: In the Banks area, on the right-hand side of the screen, click the Global Bank Link  button.

Note: If the Banks area is not displaying, you may need to add Banks to the Edit Debtor template.

 

Step 4: In the Global Bank Link window, select the bank to link to the debtor, and click Save Changes and Close.

Note: You can also search for a bank in the Search pane on the left-hand side of the window.

The global employer loads into the employment fields in the Edit Debtor window, displaying a link icon the tab.

 

Step 5: Click Save Changes.

 

 

Configuring users to edit Contact Manager information in the Edit Debtor screen

The system administrator may decide that certain users can edit or add Contact Manager information on-the-fly, while working within the Edit Debtor screen.

Note: Edits made to existing Contact Manager information are instantly reflected throughout the system.

 

To give users the ability to edit global contacts, employers, and banks:

Step 1: Navigate to Administration > Collector > Setup > Define Users.

 

Step 2: In the Active tab, select the user to allow Contact Manager editing.

 

Step 3: At the bottom of the screen, click the UI Settings tab.

 

Step 4: In the lower-half of the Define Users screen, do the following:

  • In the Contacts area:

    • To allow a user to add a contact to a debtor while in the Edit Debtor screen, select Allow user to add Contacts in Edit Debtor screen.
    • To allow a user to add a contact to an account while in the Edit Account screen, select Allow user to add Contacts in Edit Account screen.
  • In the Employers area:

    • To allow a user to add an employer for the debtor while in the Edit Debtor screen, select Allow user to add Employers in the Edit Debtor screen.
  • In the Banks area:

    • To allow a user to add a bank for a debtor while in the Edit Debtor screen, select Allow user to add Banks in Edit Debtor screen.

 

Step 5: Click Save Changes and Close.

 

 

Editing Contact Manager information from the Edit Debtor screen

If a user has permission, they can edit or add Contact Manager information on-the-fly, while working within the Edit Debtor screen. This process details the procedure of adding a new contact through the Edit Debtor screen, but is the same for adding a new employer or bank.

Note: Edits made to existing Contact Manager information are instantly reflected throughout the system.

 

To edit Contact Manager information from the Edit Debtor screen:

Step 1:  With a debtor open, in the Actions panel, click the Edit Debtor button.

 

Step 2: In the Edit Debtor window, click the Contacts/Employment tab at the bottom of the screen.

 

Step 3: In the Contact area, on the right-hand side of the screen, click the Global Contact Link  button.

 

Step 4: Under the Contacts list, click the Add Contact  button.

 

Step 5: In the Add Contact window, do the following, and click OK:

  • In the Name field, type the name of the contact.
  • From the Type drop-down list, select the type of contact you are adding.
    Note: The Type drop down list is defined in the Codes menu.  To learn how to edit the Contact code, click here.

 

Step 6: In the fields on the right-hand side of the window, type the details for the contact.

 

Step 7: Click Save Changes and Close.

The newly-added global contact loads into the contact fields in the Edit Debtor window, displaying a link icon the tab.

 

Step 8: Click Save Changes.

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

 

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