Change Chases

Elissa Toder

Modified on: Wed, 22 Jun, 2022 at 5:40 PM

Here is where you can perform bulk changes for Chases, Pends, and Addresses.

TABLE OF CONTENTS

Move Chases
Reassign Chases
Activate Chases
Pend Chases
Assign 3rd Party Request Date
Assign 3rd Party Chase Due Date
Chase Tag - Remove Tag
Chase Tag - Replace Tag
Update Commitment Date
Copy Charts to Chases

Move Chases

Select Bulk Update: Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Move Chases
Select Client
Enter or upload Chase ID list
Click Continue (Step removed)
Select Chase Status
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Reassign Chases

Select Bulk Update: Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Reassign Chases
Select Client
Enter or upload Chase ID list
Click Continue
Select User
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Activate Chases

Select Bulk Update: Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Activate Chases
Select Client
Enter or upload Chase ID list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Pend Chases

Select Bulk Update: Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Pend Chases
Select Client
Enter or upload Chase ID list
Click Continue
Select Pend Code
1. If applicable, select Severity
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Assign 3rd Party Request Date

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Apply Request Date to 3^rd Party Chase
Select Client
Select desired Request Date
Enter or upload Chase ID list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Assign 3rd Party Chase Due Date

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Apply Due Date to 3^rd Party Chases
Select Client
Select desired Due Date
Enter or upload Chase ID or Client Chase Key list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Chase Tag - Add New Tag

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Tag Chases
Select Tag Action: Add Tags
Click the “+” icon to select Tag
Select Client
Upload or enter a list of Chase IDs
Click Continue (Step removed)
Enter Note for Bulk Change
Click Continue to Validation
To finalize, click Finish Bulk Update

Note:
The Note will be applied to the Address Timeline.

Chase Tag - Remove Tag

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Tag Chases
Select Tag Action: Remove Tags
Locate Tag
Select Client
Upload or enter a list of Chase IDs
Click Continue (Step removed)
Enter Note for Bulk Change
Click Continue to Validation
To finalize, click Finish Bulk Update

Note:
The Note will be applied to the Address Timeline.

Chase Tag - Replace Tag

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Tag Chases
Select Tag Action: Replace Tags
Locate Current Tag that you would like to replace
Locate Replacement Tag
Select Client
Upload or enter a list of Chase IDs
Click Continue (Step removed)
Enter Note for Bulk Change
Click Continue to Validation
To finalize, click Finish Bulk Update

Note:
The Note will be applied to the Address Timeline.

Update Commitment Date

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Update Commitment Date
Select Client
Select Commitment Date
Enter or upload Chase ID or Client Chase Key list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Copy Charts to Chases

From Bulk update, select Chases
Select Format Type: Chase ID or Client Chase Key
Select Bulk Action: Copy Charts to Chases
Select Client
Enter or upload Original Chase IDs
Enter or upload Copy Over Chase IDs
Alternatively, you can download a template and upload
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update