Collapse All Expand All

An Auto Follow-up automatically records a note on an account after an activity has occured, eliminiating the need for the user to manually enter the note.

From System Management, select Collection > Auto Notes from the Follow-up group on the Configure tab. A list of Auto Follow-ups is displayed.

Descriptions of the Auto follow-ups are as follows:

Follow-up	Description
AP Account Services Import	When enabled, a note is recorded when the account is imported into Elements from SWBC's AP Account Services.
AP Account Services Export	When enabled, a note is recorded when the account is exported out of Elements into SWBC's AP Account Services.
Delinquency Changed	When enabled, a note is recorded when a loan changes its delinquent status (delinquent to non-delinquent, for example).
Email Sent	When enabled, a note is recorded when an email is sent to a client or contact not based on a template (manual). A note is also recorded if no call type is specified for the mail template.
Letter Sent	When enabled, a note is recorded when a letter is sent to a client or contact not based on a template (manual). A note is also recorded if no call type is specified for the mail template.
Loan Change-off Reversal	When enabled, a note is recorded if a charge-off transaction is reversed and the loan returns to being core-maintained.
Loan charged-off	When enabled, a note is recorded when a charge-off transaction changes a loan from being core-maintained to being locally maintained.
Loan Pushed Ahead	When enabled, a note is recorded when a future follow-up date is entered on an account and the 'Next' button is clicked without entering a follow-up note.   Do not set a default number of follow-up days for the call type being used for this auto note. If a default number of follow-up days is set, it overrides the selected follow-up date with the default date.
Loan Worklist Changed	When enabled, a note is recorded when a loan moves into a new worklist. Both manual and automatic changes to the worklist result in a note.
Pre-authorized Payment	When enabled, a note is recorded if the Pre-authorized payment option is turned on and a new Pre-Authorized Payment (PAP) is entered.
Promise Broken	When enabled, a note is recorded when a promise to pay has been broken (no payment made).
Promise Entered	When enabled, a note is recorded when a promise to pay is entered on an account. Please review the details in the Call Types topic on how the follow-up date is adjusted.
Promise Cancelled	When enabled, a note is recorded when a promise to pay is cancelled on an account. If there is another outstanding promise for the same loan, the follow-up date will be adjusted to reflect the day after that promise.
Promise Current	When enabled, a note is recorded when a promise to pay has been kept and the account has become current (current amount due is 0.00).
Promise Kept	When enabled, a note is recorded when a promise to pay has been kept.
Promise NSF	When enabled, a note is recorded if the Pre-authorized payment option is turned on and a promise tied to a PAP is automatically flagged as Kept. If the payment returns NSF within a specific number of days, the status of the promise is changed to NSF.
Promise Partially Kept	When enabled, a note is recorded when a promise to pay was only partially kept. The note indicates how much of the promise was paid and how much is left outstanding.
Promise Reversed	When enabled, a note is recorded when charged-off loans are being maintained locally and a transaction that marked a promise to pay as kept is reversed.

To enable an Auto Follow-up, click the Add note checkbox next to the desired Auto Follow-up. Click the Template checkbox if the Auto Follow-up has a corresponding Call Type and the default text for the Call Type should be used in the Auto Follow-up. If the Template checkbox is selected, select the desired Call Type from the drop-down. When a Call Type is selected, the default message associated with the Call Type is displayed. This field can be changed.

To temporarily suppress the addition of Auto Follow-ups, clear the Add note checkbox.