Mass Recall from an Outside Collection Agency

Step 1: Click on Operations > Forwarding > Mass Recall from OCA

Step 2: In the Mass Recall from Outside Collection Agency window, select the Outside Collection Agency that you would like to recall accounts from.

Step 3: Select “Include accounts in next batch to OCA?” to place them in the recall queue.

  • If you uncheck this option it will process them immediately as recalled and will not place them in the queue.

Step 4: Choose the query parameters to define which accounts should be Mass Recalled. Click on the grid below Attribute, Comparison and Value to set each of them.

Step 5: Click the 'Run Query' button to see the results.

Step 6: Select the names of the debtors that you want to Recall. There are 'Select All' and 'Unselect All' buttons if you need them.

Step 7: Click 'Recall Accounts'.

  • If you selected to “include accounts in the next batch to OCA?” then this has only set up the Debtors to be recalled, but you will need to Process the queued Recalled accounts.
  • If you selected not to “include accounts in the next batch to OCA?”, then they will immediately be changed to recalled from OCA but will not be in the next batch.

Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


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