Clients (incomplete)
Use the Clients page to manage your clients. Using the Clients pages you can:
Create new and maintain system settings for existing Client ID’s
Choose calculation method for collection costs
Set balance limits for Credit Bureau requests
Set requirements by client for additional information on special handling accounts
Set frequency and parameters for account cancel and returns
Set options for client reporting
Set parameters for new business credit bureau and skip options
Force only specific payment arrangement types to be valid by client
Set payment allocation among debts for debtor/debt clients
Set custom payment allocation between balance buckets for clients
Set explicit letter codes by major client ID
Set explicit letter series by major client ID
Set explicit account status codes by major client ID
There are a great many options you can use when configuring a client, some of which are deprecated or no longer in use. Hover over the ? tooltips for more information on each field.
Accounts in BFrame are categorized by Office. Offices are then sub-categorized by Client. Client ID’s are user-defined alpha/numeric and can be up to 12 characters, including a 6 character Major ID (Client 1) and a 6 character Minor ID (Client 2).
Client Info
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