Default strategy action codes

Requires: Name of a notice series

This action causes the system to stop any existing notice series and starts a new notice series on the account that receives this action. For more information, see Stop Notice.

Requires: New status code

This action changes the account's status code to the code specified by the strategy.

Requires: Valid desk number

This action moves the account from its existing desk to the desk specified by the strategy.

Requires: Name of letter

This action requests a single letter for an account. It is an automated version of Command 5 in the Collector screen.

Requires: Name of credit reporting agency

This action automatically requests an online credit report for the account. If this action is chosen, then select what credit reporting agency report to pull.

Requires: Text

This action writes a value to a specific field in the account's Financial Profile. You must supply the attribute number of the field you want AFM to update as well as the value you want to replace.

The system accepts any value as well as a special keyword @DATE that represents the current date. For example, to write the date three days from now, type @DATE+3 in the value field.

Requires: Text of the note

This action writes a note to the account's memo file. Type the note in the Strategy Actions screen.

Requires: Name of series or an asterisk (*) to stop a series

This action typically stops a specific notice series; however, you can stop any notice series by typing an asterisk (*) in the Value column of the Strategy Actions screen.

Using this action only stops the notice series. It does not start another series.

To stop the current series and start a new series, use the Start Notice action.

Requires: The priority number. Values can be 1-10 or null.

This action updates the priority field of the collector's Tickler in the Collector screen.

For example, @F12 -2 indicates two days prior to the date in F12.

Requires: Text

This action updates the Next-Step field of the Collector's Tickler in the Collector screen. Type the text for the next step in the Value column on the Strategy Actions screen.

Requires: Desk number, including the asterisk (*). For more information, see Menu 10.3.25 - Account Strategy. An account can be assigned to only one support desk at a time.

This action sends an account to or removes it from a support desk.

For example: Typing *12 indicates the account should be moved to support desk number 12, even if it is on some other support desk. If the account is already on support desk 12, no action is taken.

It is the automated equivalent of a command 4 in the collector Screen.

Requires: Cancellation status code

Use this action to cancel an account. This action provides the automated equivalent of the Cancel and Return options in Menu 1. For more information, see Canceling accounts.

Before you use this action, specify which account status codes represent canceled accounts. Set up those codes in Menu 10, Option 50.

Remove an account from the collector's desk.

This action removes an account from the collector's desk and removes it from the WIP.

This action is the automated equivalent to command Z in the Collector screen.

Optional: Desk to assign to if account has no previous desk

This action reassigns the account to the desk it was on before it was moved to the current desk.

Optional: Desk to assign an account to if the account is not packeted

This action assigns the current account to the same desk the primary selected member is on. If the account is not in a packet, it is moved to a desk you specified on the Actions screen.

Optional: A forward client number. Optionally, leave this blank to have the system automatically find a forward client.

This action places the account in a special batch that can later be mass forwarded.

This action does not automatically forward an account. The account is forwarded in the Strategy Forwarding report routine.

Optional: A forward client number. Optionally, leave this blank to have the system automatically find a forward client.

This action is similar to the Forward an Account action, except that it forwards all packet members to a specified client.

Requires: The transaction code and the amount for the charge.

For more information, see Working with strategy events. This action applies an automatic charge to an account.

Type the amount of the charge, or supply a data field where an amount is stored. This can be used to retrieve values from a Fiscal field. This action can also be used to retrieve the results of a formula.

This action does not automatically post a charge. The charge is posted after the Strategy Transactions report is run. For more information, see Running the Strategy Forwarding report.