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General Features
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Home > Product > Components > General Features

There are several general system features worth mentioning. Most important is the integrated Action feature that allows users to define tasks that can be assigned to other users or groups of users. This allows all actions taken on behalf of the client to be captured in a single location for later viewing.

User access and capabilities are defined by roles which define the functionality that a group of users can perform. The menus automatically conform to the roles to eliminate unnecessary choices.

Features and Benefits

Feature

Benefit

User ID and Password. Limits access to the system and tracks all of the user activity while on the system Protects data and track all changes to data.
Roll based functionality allows any number of functions to be assigned to a role and the role assigned to a user Provides consistent functionality to groups of users and enables accurate changes to roles.
Users can enter notes about clients or creditors at any time. Identifies the user that created the note as well as the date and time Integrated notes ensures that all information about the client or creditor is captured in one place. No lost notes.
Users can create tasks for themselves, other users, or groups of users. Integrated actions capture all activities associated with a client or creditor and provides a complete history of activity performed on behalf of the client or creditor
The system can generate actions based on any criteria defined in the database. Enables infinite notification capability for any aspect of the system. Ensures that issues, status changes, events, etc. are notified and tracked in a single interface.
Menu options are automatically displayed or removed based on configurations, client or creditor states, and the role assigned to the user Promotes ease of use by eliminating unnecessary choices.
Documents and agreements required during the counseling session can be printed as needed Allows required documentation to be handed or faxed to the client during the counseling session
Event driven letters The system automatically queues up letters for batch printing. This ensures that letters and notices are consistently sent out on a timely basis.
Management Reports Debtlogic provides a number of management reports for measuring client activity and employee performance.
The system provides the ability for authorized users to define message text that can be displayed to users as they navigate from screen to screen Provides the ability to communicate with users to inform them of changes in operations, services, specials, reminders, etc.