Account Actions in Latitude

Action

Description

You generate a placement request.

AIM flags the account as ready for placement with the agency or attorney. The system includes the account when it creates the next placement file.

You generate a recall request.

AIM flags the account for recall from the agency or attorney that holds the account. The system includes the account when it creates the next recall file.

You receive a payment.

AIM flags the account for inclusion when it creates the next payment export file.

You add or modify assets.

AIM flags the account for inclusion when it creates the next asset export file.

You add or modify bankruptcy information.

AIM flags the account for inclusion when it creates the next bankruptcy export file.

You add or modify deceased information.

AIM flags the account for inclusion when it creates the next deceased export file.

You add or modify demographic information.

AIM flags the account for inclusion when it creates the next demographic export file.

You add or modify equipment information.

AIM flags the account for inclusion when it creates the next equipment export file.

You add or modify miscellaneous extra data.

AIM flags the account for inclusion when it creates the next miscellaneous extra data export file.

You add or modify notes.

AIM flags the account for inclusion when it creates the next notes export file.