|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Adding Custom Debt Types||November 16, 2023||0.3|
This article was written to describe the steps involved in adding custom debt types within the CRM.
Location: Admin Tab > Settings > Debt Types
The Debt Types function provides users with the capability of creating custom debt types for use inside of Forth CRM.
To access this feature, log in to the CRM, and click on the Admin tab. Click on "Settings" in the Navigation Bar, and then click on "Debt Types" from the Navigation Bar (see the image below).
The Debt Types page then opens, providing several options for you to select.
To create a custom debt type, enter a name for that custom type in the "Name" field (see the red arrow in the image below). Enter a Settlement Rate in the "Settlement Rate(%)" field and then click the "Save" button.
Settlement Rate (%) The Settlement Rate feature will replace the standard settlement rate that is set via the enrollment plan. The rate you specify can be seen when setting up an enrollment plan on the estimated settlement for the individual enrolled debts.
Article Version History:
|0.2||03/02/2023||Added header and version control footer; refreshed screenshots to reflect current user interface.|
|0.3||11/16/2023||Refreshed two screenshots to improve legibility.|