Organization Setup

 

The Organization Setup screen allows you to define many of the global settings in Revenue Results.

This section contains the following topics:

 

Defining settings in Organization Setup

Use the following general procedure to define settings or make changes in Organization Setup.

To define settings in Organization Setup:

Step 1:  Navigate to Administration > Organization Setup.

 

Step 2:  In the Organization Setup window, select the menu item to edit on the left side of the window, and define the settings for that item.

 

Step 3: Click Save Changes to save your settings.

 

 

Available Organization Setup settings

The following settings are available in the Organization Setup list:

 

Contact

In the Contactscreen, type the contact information for your organization.  These fields provide the data for the merge fields in your letters, and also define the organization name that displays in the Revenue Results title bar.

 

Mailing

Type the mailing-specific information for your organization in the Mailingscreen. These fields also provide data for merge fields in your letters.

 

Audit Information

In the Audit Information screen, you can select Enable change tracking to have Revenue Results store any changes to fields in the database for auditing purposes.There is currently no interface for viewing the recorded changes, but this can be accomplished through custom programming.

Note: This option is recommended for stand-alone installations only.

 

Background

The Background area lets you select a custom image file for the application background, which displays when you log on to Revenue Results.

To change the Revenue Results background:

Step 1: In the Background area, click Choose File.

Step 2: In the Choose Image File window, browse to and select the background file, and click Open.

Step 3: Click Save Changes.

 

To change the Revenue Results background color:

Step 1: Click Remove Logo to clear the image from the background.

Step 2: Select Set custom background color, then click the color swatch.

Step 3: In the Color window, select a color, and click OK.

Step 4: Click Save Changes.

 

 

Collector

The Collector screen lets you define the fiscal year start date to accurately report year-to-date data on select reports; as well as the number of accounts a collector can schedule to work in one day before being notified of over-scheduling.

 

Correspondence

The Correspondence screen allows you to define the defaults for letters in your system.

To define letter defaults in Organization Setup:

Step 1: In the Save letters here before printing field, either type or click the Browse  button to select the system location to save letters to before printing.

Step 2: In the Attaching letters area, to attach the letter as a PDF when printing, select the Attach letter as PDF during print checkbox.

  1. Do one of the following:
    1. To allow the user to override the default letter attachment setting, select the Allow user to override checkbox.
      1. To determine the default state of the checkboxes presented to the user, select one or both of the Debtor and Victim checkboxes.
    2. At When user override is disabled, attach victim lettes to, if electing the user to override, you must select the entity for the system to attach the victim letter to by selecting one or both of the Debtor and Victim checkboxes.
  2. In the Save location when auto-attaching letter field:
    1. Do one of the following:
    • To save a copy of the attached letter in the Revenue Results database, select Database.
    • To save a copy of the attached letter in a folder on your system, select Folder.
      • To select the system location to save letters to, either type or click the Browse  button.

Step 3: Select Exclude zero balance and closed accounts from the letter request screen to prevent Revenue Results from sending letters to zero balance and closed accounts.

  • Select Allow user to override to give a collector the option of sending a letter to zero balance or closed accounts anyways, at the time of letter creation.

Step 4: Select Automatically assign letter series to new debtors to automatically assign a specific letter series to newly placed accounts on your system.

  • From the Letter series drop-down list, select the letter series to send to newly placed accounts.
  • In the Minimum balance field, type the minimum balance required for a letter to be sent to a debtor.
  • In the Exclude debtors with status list, select the status(es) to exclude from being assigned a letter series.

Step 5: Select Use the below email account for all email correspondence to specify specific email settings for sending letters via email.

  • Select Allow user to override to give a collector the option of using different email settings for sending letters.
  • In the Display email field, type the email address to display as the sender in the sent email.
  • In the Display name field, type the name to display as the sender in the sent email.
  • In the Mail server field, type the mail server address for your organization.
  • In the Port field, type the port for sending mail from your organization.
  • Select Enable SSL if your agency requires SSL to send mail.
  • In the Username field, type the username for your email account.
  • In the Password field, type the password for your email account.
  • In the Domain field, type the domain for your organization, if required.
  • Click Test to test the email settings.

Step 6: Click Save Changes.

 

Data Entry

In the Data Entry screen, you can define the auto-population of address information and dates.

To set up Data Entry in Organization Setup:

Step 1: Select Auto-populate city and state from zip code to have Revenue Results automatically populate the city and state fields upon entering a zip code when manually entering a debtor.

  • Select Populate county to automatically update the county field upon entering a zip code.
  • Select Populate country to automatically update the country field upon entering a zip code.
  • Select Populate in ALL CAPS to have Revenue Results enter all automatically populated fields in capital letters.
  • Select Enable multi-city selection to have the system prompt you to select a specific city, if a zip code covers two different cities.

Step 2: Select Auto-populate date fields with current date on field entry to have Revenue Results automatically enter the current day’s date when tabbing into a date field.

Note: Even if the field automatically populates with the current date, you can still edit the date.

Step 3: Select Enable advanced debtor account linking to allow a fourth level of account linking.

  • In the Name field, type the name of the account link for your agency (for example, Court Case).

Step 4: Click Save Changes.

Database Maintenance

Database Maintenance is used to rebuild indexes.  Revenue Results uses SQL Server.  The SQL database engine maintains indexes when insert, update, or delete operations are made to the database.  Modifications can cause the index to become fragmented and rebuilding indexes will reclaim disk space to make the indexes more efficient.  This is very similar to defragmenting your computer which is a standard maintenance tool.  It can increase the speed of the system, but that can vary based on other outside factors such as network performance.

To set up indexes to rebuild automatically:

Step 1: Select the Rebuild indexes checkbox.

Step 2: From the Day to run maintenance drop-down list, select the day of the week to rebuild the indexes.

Step 3: From the Time to run maintenance drop-down list, select the time of day to rebuild the indexes.

Step 4: Click Save Changes.

 

General

The General screen allows you to define some basic default settings for Revenue Results.

To define the General settings in Organization Setup:

Step 1: From the Default debtor type drop-down list, select the default debtor type for your agency.

Note: If your organization works with both individuals and companies, select Individual or Company to allow a collector to select the type of debtor when manually entering a debtor.

Step 2: In the Max number of search results field, select the maximum number of results you want the system to return for a search. If your system has a large number of records, limiting the number of returned search results may help shorten the search time.

Note: This setting also affects the maximum return for Mass Letter Requests.

Step 3: From the Refresh snapshot data every field, type the number of minutes to pass between refreshing the snapshot screen. A smaller number results in a more up-to-date snapshot screen (but you may find that the frequent refreshing strains your system resources).

Step 4: From the Build all work lists at drop-down list, select the time of day that you want Revenue Results to rebuild the work lists.

Step 5: Select Load custom reports on business server to allow SaaS clients to use the Custom Reports tool. Custom Reports uses a tool called Active Reports. This is an advanced database reporting tool requiring knowledge of SQL database tables.

Step 6: Select Manually clear next step / next work date to require a collector to manually clear the next work date after working a debtor. If unselected, working a debtor causes the next step/work date to clear automatically.

Step 7: Select Enable debug level server logging to have the server log run in debug mode.

Step 8: Click Save Changes.

 

Interest

The Interest screen allows you to select how monthly interest is calculated at your organization – by either previous month or current month.

 

Labels

The Labels screen lets you customize the labels that will display on the top level folders.   For example, if your organization refers to Debtors as Defendants, you can rename the Debtor tab as Defendant.  Or, if an account is referred to as a case, the Account tab can be relabeled as Case.  You can also select from available system-generated labels. Default labels of Debtor, Account, Victim, and Line Item are displayed.

To define the Labels in Organization Setup:

Step 1:   Change the label name(s) by doing one of the following:

  1. To select one of the available system-generated labels, click the drop-down menu and select the label.
  2. To change the name of a particular label, select Use custom label and type the label you would like to see. A preview of the label displays on the right-hand side of the field.

Step 2: Click Save Changes.

The modified label settings now display in the main user interface.

 

Notes

The Notes screen lets you define some of the default behavior of notes in Revenue Results.

To define Notes in Organization Setup:

Step 1: Select Enable verbose workflow notes to create detailed notes whenever a system-generated workflow occurs. Instead of simply noting that a workflow event occurred, the note lists in detail why the workflow occurred.

Step 2: Select Note initial values to place all values into a note, including the initial value of a field as well as the new value. Left unselected, you will only receive a note when a value is changed.

Step 3: Select Enable important notes to allow you to designate a note as an important note, which displays the note in the Important Notes section at the top of the Notes screen.

Step 4: In the Initial cursor position field, do one of the following to define the default cursor focus in the Add Note window:

  • Select Note Text to have the cursor default to the note-entering portion of the Add Note window, allowing the instant insertion of text.
  • Select Predefined Notes to highlight the drop-down list containing any pre-defined notes. You can then select a pre-defined note by clicking the drop-down menu; or by typing the first couple letters of the note code, causing the note code to appear, then pressing Tab. Either action causes the pre-defined note to insert in the text-box, and places the cursor at the end of the inserted text to allow the insertion of additional note text. This is convenient if an organization uses pre-defined note codes.

Step 6: Click Save Changes.

 

Payments and Receipts

The Payments and Receipts screen allows you to define the default behavior that occurs when entering a payment into Revenue Results.

To define Payments and Receipts in Organization Setup:

Step 1: Select Enable the printing of payment receipts to enable receipt printing in your system.

  • From the Default receipt format drop-down list, select a default receipt form. For more information about creating additional receipt forms, see Define Payment Receipts.

Step 2: Select Enable payment fee to enable the ability to charge a fee for specific payment types.

  • Select Allow override of payment fee to allow a collector to override the payment fee when entering a payment.

Step 3: Select Use custom receipt number to use a custom receipt number on the Print Debtor Information Report on the debtor Action panel.

  • From the Select custom receipt number from payment custom fields drop-down list, select your organization’s predefined custom receipt number field.

Step 4: Select Allow line item overpayment to allow overpayment on a specific line item, rather than creating a line item specifically for overpayment.

Step 5: Select Enable post hold to allow the immediate posting of funds to a debtor even though you may not know which account the money should be allocated to yet.  This payment will display on your Deposit Reports as money you have received for the day, but it will not be allocated to one of the Debtors accounts until a later time.  To learn more about processing a Post Hold, click here.

Step 6: Select Enable duplicate payment detection to have Revenue Results review payments based on the amount of the payment amount and the document number, and warn you if the same payment has already been entered.

Step 7: Select Enable auto allocation (Affects both payment and adjustment screens) to have the system to auto-allocate payments based on the allocation rules you have in place.

Step 8: Select Exclude zero balance and closed accounts (Affects both payment and adjustment screens) to exclude accounts with zero balance and closed accounts in the adjustments and payments screen.  For example, if a debtor has 5 accounts and 2 are paid in full, you will only see 3 accounts in the screen.

  • Select to Allow user to override to allow a collector to see zero balance or closed accounts. accounts.

Step 9: Select Transfer original custom imported receipt PDF during payment transfer to transfer the original imported customer receipt PDF to the new customer when payments are transferred.

Step 10: Click Save Changes.

 

Purge Settings

The Purge Settings screen allows an administrator to specify criteria that will automatically delete debtors and accounts from the database upon meeting the criteria.

When a user deletes a debtor or account in Revenue Results, the debtor or account is no longer available for viewing. However, the debtor or account information is still present in the database for the time period specified in the Purge Settings module. When a debtor or account meets the criteria set in this module, the information is permanently deleted from the database and is no longer retrievable. Corresponding notes regarding any purges are left in a debtor’s notes.

To define Purge Settings in Organization Setup:

Step 1: In the Interval between debtor deletion and removal from the database field, type the number of days required to pass between the deletion of a debtor in Revenue Results, and when the system can permanently delete the debtor information from the database.

Step 2: In the Interval between account deletion and removal from the database field, type the number of days required to pass between the deletion of an account in Revenue Results, and when the system can permanently delete the account information from the database.

Step 3: In the Delete completely worked ad hoc Work Lists after field, type the number of days required to pass after an ad-hoc work list is completed before the system permanently deletes the work list.

Step 4: In the Delete credit card data after field, type the number of days required to pass after a debtor or account is deleted before the system permanently deletes the credit card data. A note is left in a debtor’s notes listing the last four digits of a credit card, as well as the purge settings that deleted the card.

Step 5: In the Delete import logs after field, type the number of days required to pass after an import takes place before the logs regarding the import are deleted by the system.

Step 6: Click Save Changes.

 

Reference Numbers

The Reference Numbers screen allows you to change the name of the Debtor and Account Reference fields throughout the system.   Reference numbers are often unique identifiers such Case Number, Docket Number, Person ID, etc.

To define Reference Numbers in Organization Setup:

Step 1: In the Debtor Reference Number area, do the following:

  • In the Debtor reference 1 field, type the new name of the Debtor Reference 1 field. This new field label displays anywhere in the system where the Reference 1 label typically displays. This makes it easier to understand what a number represents when using Revenue Results.
  • From the Reference to display in screens drop-down list, select the number type to display in parentheses wherever the parenthetical reference numbers display in the system; numbers in parentheses display in such areas as system notes and Financial Transactions views. Selecting Number displays the debtor number, and selecting Reference 1 displays the reference number for the debtor.

Step 2: In the Account Reference Numbers area, do the following:

  • In the Account Reference 1 field, type the new name of the Account Reference 1 field. This new field label displays anywhere in the system where the Account Reference 1 label typically displays. This makes it easier to understand what a number represents when using Revenue Results.
  • In the Account Reference 2 field, type the new name of the Account Reference 2 field. This new field label displays anywhere in the system where the Account Reference 2 label typically displays.
  • In the Account Reference 3 field, type the new name of the Account Reference 3 field. This new field label displays anywhere in the system where the Account Reference 3 label typically displays.
  • From the Reference to display in screens drop-down list, select the number type to display in parentheses wherever the parenthetical reference numbers display in the system; numbers in parentheses display in such areas as system notes and Financial Transactions views. Selecting Number displays the account number, and selecting Reference 1, Reference 2, or Reference 3 displays the selected reference number for the debtor.

Step 3: In the Victim Reference Number area, do the following:

  • From the Reference to display in screens drop-down list, select the number type to display in parentheses wherever the parenthetical reference numbers display in the system; numbers in parentheses display in such areas as system notes and Financial Transactions views. Selecting Number displays the victim number, and selecting Reference 1 displays the reference number for the debtor.

Step 4: Click Save Changes.

 

User Security

In the User Security screen, you can define password and account settings for your organization.

To define User Security in Organization Setup:

Step 1: In the Inactivity timeout field, type the required number of minutes that Revenue Results can be idle before it automatically locks and displays the logon prompt. A setting of zero means that this feature is disabled.

Step 2: In the Password expiration field, type the number of days to pass before Revenue Results prompts a collector to change their password. A setting of zero means that this feature is disabled.

Step 3: In the Keep password history for field, type the number of password-change cycles for which the system keeps record of a previously used password. This prevents a collector from using the same password in concurrent password-change cycles.  A setting of zero means that this feature is disabled.

Step 4: In the Minimum password length field, type the minimum number of characters required for a user password.

Step 5: In the Lock user account after field, type the number of times a password can be entered incorrectly before Revenue Results locks a user out of the system. A setting of zero means that this feature is disabled.

Step 6: In the bottom half of the User Security screen, do the following:

  • Select Require mixed case (PaSsworD) to require a mix of upper and lower case letters in user passwords.
  • Select Require numbers (pa55word) to require at least one numeric character in user passwords.
  • Select Require special characters (pa#w!rd) to require at least one special character in user passwords.
  • Select Enable password reset via email to enable the ability for a user change their password through a temporary password delivered by email.

Step 6: Click Save Changes.

 

Email Settings

Revenue Results uses email-based communication for certain system notifications and resetting passwords. The Email Settings screen lets you configure your email settings in Revenue Results.

To define Email Settings in Organization Setup:

Step 1: In the Mail Server field, type your email server address (this typically begins with smtp). Revenue Results connects to this server to send the email notification.

Step 2: In the Port field, type or select the port to use for sending email.

Note:  This is usually 25 (the standard SMTP port). Check with your system administrator if this setting does not work for you.

Step 3: Select Enable SSL (Secure Socket Layer) to send encrypted email.

Note:This setting is typically determined by your system administrator.

Step 4: In the Username field, type the username for the email account.

Step 5: In the Password field, type the password for the email account.

Step 6: In the Domain field, type the domain for your organization, if required.

Note:This setting is determined by your system administrator.

Step 7: In the Display email field, type the email that displays as the sender in the recipients email client.

Step 8: In the Display name field, type name that displays as the sender in the recipients email client.

            Note: Do not click Save Changes yet. You need to test the settings on the Test screen.

 

Email Test

The Email Test screen allows you to test your email configuration, ensuring that your email settings are correct.

To test your email configuration in Organization Setup:

Step 1: In the Enter the recipient email address for testing field, type the email address to send the test email to.

Step 2: Click Test.

The test results display in the Results of testing area.

Note: A failed email settings test provides information about the problem in the Results of testing box:

Step 3: Click Save Changes.

 

Email Alerts

The Email Alerts screen lets you configure an alert message that sends upon a failed import.

To define Email Alert settings in Organization Setup:

Step 1: From the Alert drop-down list, select Failed Import Alert.

Step 2: In the Subject field, type the subject of the email that is sent upon a failed import.

Step 3: In the To field, type the email address of the person to whom you want to send the failed import alert.

Step 4: In the Message field, type the message to send in the main body of the failed import alert email.

Step 5: From the Priority drop-down list, select the priority of the failed import alert email. Certain email clients (Microsoft Outlook or Mozilla Thunderbird, for example) may flag a prioritized email coming into the system, further increasing the effectiveness of the alert.

Step 6: Click Test to verify the settings.

Step 7: 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

 

Mailing Address

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