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AIM Help
Account Update Export Process
The account update export process creates a file that contains accounts that users updated in Latitude. The type of information included in an account update export file includes: demographics, bankruptcy, deceased, miscellaneous extra data, notes, equipment, and assets.
To create account update files, do the steps to Export Data to a File, selecting the update file type (for example, Demographic Files (CDEM), Bankruptcy Files (CBKP)). AIM saves the export files to the folder specified in global settings. If your organization configured FTP in global settings, AIM saves each agency's and attorney's file to their folder on the FTP site. If your organization configured email messaging in global settings, AIM sends an email message to the agencies and attorneys indicating that an export file is available. For more information, see Specify General Global Settings.