| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Ready to Settle View | April 02, 2024 | 0.2 |
This article was developed to describe the "Ready to Settle View", available within Forth CRM. This feature provides a way to show all the debts your clients are currently enrolled in, but are not settled.
To begin, log in to Forth CRM and click on the Settlements Tab. From within the navigation bar, click "Ready to Settle" (see the image above). The "Ready to Settle" page will then appear.
This page shows all debts that your client is currently enrolled in, but are not settled. Several filtering options are available on this page, including Is POA Sent, Any Existing Settlements, Is the Debt Verified, Is the Debt an Enrolled Debt, Contact Status, Contact State, and File Type.
Also, the "Customize" interface for the "Ready to Settle" report now includes four new input fields labeled as "Street Address," "City," "State," and "Zip Code." Adding these fields enhances data accuracy and completeness in the "Ready to Settle" report and complies with financial transaction requirements for major creditors.
If the user sees a debt listed that they need to edit, click on the small green right-facing arrow on that debt's particular row.
In addition, you may export the view of these debts by clicking on "Export Current View" or you can click on "Export Full Report". Export Full Report will include all fields associated with the debts, not just the ones shown on the table (see the example at the bottom of the image above).
Article Version History:
| Version | Effective Date | Description |
| Basic | 04/04/2023 | Initial Release |
| 0.1 | 04/25/2023 | Added a new sentence preceding the last paragraph. |
| 0.2 | 04/02/2024 | Refreshed the second screenshot to provide a more up-to-date example and added information about new input fields labeled Street Address, City, State, and Zip Code. |