Rules & Statuses

Blocked Area Codes

Add any area code you don’t want worked (with an optional reason). Nobody can dial numbers in it, Closers and Admins included. An account whose numbers are all blocked comes out of the work queues, and its account screen says it’s on the Blocked Area Code Work List.

Each section on the page opens and closes, so the page stays short.

Time Clock

Turn the time clock on or off, set how many idle minutes come before Still Working?, and set your office closing time. Point Callers and Closers have to clock in before working; Admins don’t.

Calling Rules

Area code must match the address state, and Block calls outside 8am–9pm debtor time. Both are on by default. Turning off the calling-hours block shows a legal warning and is logged.

Age Cutoff

Hide debtors at or over an age you choose from every queue. Count them shows how many that affects; Check database now moves them to an Over Age Limit status (accounts with scheduled payments are left alone).

Phone Integration

MicroSIP click-to-call, None (dial by hand; calls are still logged), or the built-in TraceForge phone once it’s set up on Phone → Setup.

Statuses

Add your own statuses and give each a kind. The kind decides where accounts go: New goes to New Biz; Promise and Payment pending come back on Call Backs on their Promise By date; Paid, Closed and Stop (bankruptcy, deceased and so on) leave the queues.