How to Do Things
in TraceForge.
Short, step-by-step guides for every part of TraceForge. Can’t find what you need? Email help@traceforge.solutions.
Getting Set Up
Working Accounts
The Work Screen
Queues, searching, the account screen, statuses and call backs.
Calling, Notes and Skip Info
Click-to-call, calling hours, the area code rule, notes, and adding skip results.
Letters
Use your own Word letters, fill them in from any account, and email them as PDFs.
Payments
Running the Office
Assigning Work
Give accounts to people, split them evenly, or put them in the Worked Pile.
Import/Export
Load a client’s file with an automatic duplicate check, export debt to hand off or sell, and look up exported accounts.
Moving From CollectionsMax
Use CollectionsMax and TraceForge side by side, and how a full move works.
Reports
The Report Library (the full CollectionsMax report list), account status, payments, remittance with commission, and employee stats.
Hours & Activity
The time sheet from the time clock, fixing missed punches, idle gaps, and a log of everything done on every account.
Rules & Statuses
Blocked area codes, calling rules, the age cutoff, the time clock and your list of statuses.
Credit Bureau Reporting
Make the monthly Metro 2 file for Equifax, Experian, TransUnion and Innovis.
The Client Portal
Give your clients their own logins to see their accounts, payments and reports, and message you.
Setting Up the Built-In Phone
Agreements, 911 addresses, numbers (new or moved from your old company), callbacks and spam monitoring.