LogiDebt - Full User Manual¶
Getting Started¶
- Setting up User templates
- How to add a User
- Controlling a user's access to different parts of the program
- How to Grant/Block users from running certain Actions from the Action Library
- How to copy permissions and displayed actions between users
- Using User templates
- Creating User Teams
- Adding Users to a team
- Creating Debt Statuses
- Creating Interest Types
- Adding pre-set Income Source Types
- Adding pre-set Expense Types
- Creating company Document Headers
- Creating company Document Footers
- Creating Document Templates
- Importing Templates into LogiDebt
- Creating Actions
- Setting up Actions
User Settings¶
- User accounts explained
- Setting up User templates
- How to add a User
- How to Grant/Block users from running certain Actions from the Action Library
- Controlling a user's access to different parts of the program
- How to copy permissions and displayed actions between users
- Adding Users to a team
- Creating User Teams
- Editing a User's name, password and details
- Deleting a User's account
- Forcing Users to change their Passwords regularly
- How to force a User to change their Password at their next log in
- How a Standard User changes their password
- How an Administrator User changes a password
- Enable Modification of a Locked Clients
Debt Settings¶
- Removing Banks from the Banks list
- Creating Debt Statuses
- Choosing a Default Debt Status
- Changing a Debt Stauses name
- Removing a Debt Status type
- Creating Interest Types
- Choosing a default Interest Type
- Changing an Interest Type's name
- Removing an Interest Status from the list
- Adding pre-set Income Source Types
- Changing a pre-set Income Source Type's name
- Removing a pre-set Income Source Type
- Adding pre-set Expense Types
- Changing a pre-set Expense Type's name
- Choosing the payment plan payment due action
- Removing a pre-set Expense Type
- Tick Whether Or Not To Include An Asset In Payment Plan
General Settings¶
- How to turn on or off the Warning when Exiting LogiDebt
- How to Auto-Capitalise Names and Addresses in the Client window
- How to toggle free typing in the Client Salutation field
- How to enable the Client's Middle Name field
- How to show/hide a 2nd person in the client window
- How to enable Next buttons for guided Client set-up
- How to enable user log-on times reporting
- How to enable the Preview Document button
- How to use the Alternative Client Ref as an Email Subject
- How to show/hide the Internet Post Code Lookup Button (Look Up PC)
- How to enable the User Teams filters
- How to change the Default Currency Symbol
- Adding Client questionnaires
- How to Copy Actions and Documents from one Claim Type to Another
- How to put the New Client button on the main screen
- How to hide license information
- Ultra-Dialler Setup
- Enable Pop-Up to Alert Notes Logged on an Action
- Enable/Disable Duplex Printing
- Override Config Options for Running Documents with Aspose or Word
- Add Debt Buttons
Payments¶
- How to Create a payment schedule for a Debt Management Client
- How to edit / remove a Payment Schedule
- How to Filter Schedule views in the Payment Schedule
- How to add / remove a payment in a Payment Schedule
- How to change the Expected Payment amount of a scheduled payment
- How to track money due/recieved from debt clients
- Set a Creditor's payment-in details
- Payments Distribution
- Add One-off Fees
- View Payment Details
Documents¶
- Creating Template Groups
- Creating A Document Template
- Configure a template to be sent by SMS
- How to create a Shared Printer Pool
- How to Assign and Action to print using Shared Printer Pools
- Creating company Document Headers
- Creating company Document Footers
- How to attach a Header and a Footer to a letter
- Importing a document Template into LogiDebt
- Setting up an email to contain an attachment
- Setting up a Document to (re-)print an existing Attachment from client's history
- How to export historical attachments to a folder in PDF format
- Choosing the recipient of a Document
- How to set up an Document to Print if no email address is available
- How to add merge fields to documents in the document library
- Configurable merge fields
- Using List (LT) Merge Fields
- How to Change the date format to remove the time entry
- How to automatically format (capitalise) client name fields
- How to change the capitalisation of merge fields manually
- Setting the Default Printer for a Document in the Document Library
- How to set up the paths for printing merged PDF documents
- Add E-Signatures to Documents Through LogiDebt
Actions¶
- Actions - The Basics
- How to enable/disable ToDo reminder pop-ups
- Creating Action Groups
- Creating Actions
- How to Grant/Block users from running certain Actions from the Action Library
- How to set-up an Action to prompt for follow-up Actions
- Setting an Action to Schedule other Actions to the ToDo list
- Setting an Action to be followed immediately by other Actions
- Setting-up an Action to print Documents from a template
- How to configure an Action to create PDF documents
- How to set-up an Action to automatically remove specific entries from the clients ToDo list
- How to set-up an Action to automatically remove all Actions from the client ToDo list
- How to Create an Action that Converts a Lead to a Live Client
- How to Run A Script with an Action
- How to Auto Assign a User to an Action
- How to use the Ready to Deploy Flag
- How to manually run an Action
- How to manually schedule an Action
- How to run an Action and simultaneously clear the ToDo list
- How to enable certain Actions to run from the ToDo list on a daily basis
- Set an Action to Change Client Statuses and Client Status Details
- How to Run all Actions to run from the ToDo list now
The Client Window¶
- Creating a New Debt Client entry
- How to Add a Clients Income
- How to Add a Client's Expenses
- How to Add a Clients Debts
- How to Attach Scanned Items to a client's history
- How to add a client's Dependants
- How to associate a particular debt with various persons
- Using Ultra-Dialler