The Batch Wizard Batch Processing With batch processing you can manage thousands of accounts easily and effectively. With the power of conditional actions and a high performance database engine you can control large numbers of accounts quickly. Contact plans and rule based account processing Search for matching accounts and group them together Assign accounts to operators and teams of operators Process automatic contacts and plans Prepare accounts for Credit Bureau Reporting A batch wizard steps you through making changes to accounts wholesale. You can process thousands of accounts per hour, checking their status, sending letters, scheduling reviews, closing or activating accounts, writing notes and anything else contact plans can do.
Performance is quite remarkable.
With step by step guidance you can select the accounts to process by date range, assigned operator or any other single or group of factors. This gives you unlimited flexibility and power. For example you might want to reassign all accounts from one operator to another. It's a simple process, just three steps on your part, but when the reassignment actually happens the system automatically not only reassigns the account, but all contacts for that account fully automatically. Another example would be if you want to send to an operator for review all accounts over 120 days with a balance owing greater than a thousand dollars that are not actively being paid off.