| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | General Settings | April 11, 2024 | 1.0 |
This article was developed to describe the settings available to the client from within the Admin Tab.
- From the Admin tab, click Settings.
- On the Settings page, go to the "General" section.
- Update the following fields, as needed:
- Company Name: Input the name of your Company. If your account has multiple companies, this should be your Parent Company.
- Company Logo URL: This specifies the URL for the company logo displayed when logged into the CRM.
- Admin Email: The email used when setting up email triggers to go to Admin.
- No-Reply Email: The email used when a message is sent from No-Reply. These can be applied to email triggers.
- Default Theme: This field allows you to select the color theme used in the CRM.
- Announcement: Any text input into this field will display as an announcement on the Dashboard tab.
- Co-Applicant Field: This field specifies the custom field used to link a co-applicant to a contact in the intake form. In most cases, the correct field should already be selected for you.
- Use System Creditors: Enabling allows the use of System Creditors in the Creditors tab.
- Send Assignment Emails: If enabled, email notifications will be sent to Users upon being primarily assigned to a contact file. Use the Client Assigned Email Trigger to enable email notifications on secondary assignments.
- Use QQuote Client: Enabling this option will allow using the Quick Quote (QQuote) feature in the Contacts tab. The Quick Quote tool provides a quick program estimate for prospective clients. Click here for more information on this feature.
- Auto Assign Contacts: Enabling this option will allow contacts to be automatically assigned.
- EPF Fee Control: If enabled, the new Earned Performance Fee (EPF) Control feature becomes available. This feature calculates total earned performance fees collected for an individual debt, even if those fees were collected on a settlement now voided. Click here for more information.
- Continue by scrolling down to the Company Depository Bank Account" section.
- Ensure the bank account information listed is complete;
- Routing Number: Enter the Company's banking routing number here.
- Account Number: Enter the Company's banking account number here.
- Name on Account: Provide the name of the Company as provided to the bank.
- Account Type: Select whether this is a Checking or Savings account.
- Client Statement Prefix: Enter any prefix to be provided on the client statement.
- Click Save Settings when finished.
Article Version History:
| Version | Effective Date | Description |
| Basic | 10/24/2018 | Initial Release |
| 0.1 | 05/04/2021 | Minor Updates |
| 0.2 | 04/11/2023 | Added header and version control footer; refreshed both screenshots to reflect the current user interface. |
| 1.0 | 04/11/2024 | Added Company Banking Information section; refreshed screenshots to improve readability and minor grammatical updates. |