This guide covers various settings specific to CallPotential's Collection Manager services. Collection settings help manage how you would like to work with past due tenants in the CallPotential system. If you do not subscribe to CallPotential Collection Manager, these settings are not applicable to your account.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed into the Web Client as an Administrator to access this option.
Click the links below for more detailed information.
Please reference Details settings, Leads settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.
Access
- (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.
- (B) Collections - The list will default to your Location Details list. Click to access the location's Collections settings.
Edit Collections Settings
Workflows
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (C) Collection Rule | Click the dropdown to select the Collection workflow. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (D) Reset Collection Upon Payment | Toggle on to reset the Collection workflow upon partial payment. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (E) Number of Events to Send per Batch | The number of batch events dictate how many Collection events go out in a single run (i.e. if 100 Collection events are scheduled and you enter 25 in this field, then they will get broken into 4 batches of 25 to be sent every hour starting with the time the event is scheduled). | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
Communications
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (F) Include All Numbers in Auto Calls | Toggle on to include all phone numbers saved in an account for auto calls. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (G) Include All Email Addresses in Emails | Toggle on to include all email addresses saved in an account for auto emails. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (H) Include All Numbers in SMS | Toggle on to include all phone numbers saved in an account for auto SMS communication. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (I) Minimum Balance to Start Collection | Enter the minimum balance a Customer must owe to be included in the Collection process. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (J) Auto-Match all Numbers for Pay-by-Phone | Toggle on to indicate that you want all account phone numbers to be recognized by the pay-by-phone system. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
Payments
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (K) Autopay Text | Enter the text that will appear in the auto pay enrollment box when an employee makes a payment via CallPotential, a Customer makes a payment via the pay link, or an employee does a move in. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (L) Exclude Payment Link After | Enter the number of days delinquent the tenant must be in order to exclude the paylink from communication. This also deactivates any previously sent links and stops them from using the pay-by-phone system, so essentially it requires the tenant to actually speak with someone to make a payment. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (M) Save Credit Card Information | Toggle on to save the credit card information to the management software when a payment is submitted. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
(N) Allow Previous Card | Toggle on to allow the user to select a previously used card to submit payment if stored within the property management software. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| Note: StorEdge does allow for a convenience fee to be added but it appears as a dropdown list instead of a manually entered dollar amount. It is currently only a single dropdown so it is either activated or not activated. Yardi/CenterShift also functions differently, requiring you to click a dropdown to select the fee name and then enter the amount you want to charge. | ||
| (O) Convenience Fee (CallPotential Payment Portal) | Enter the convenience fee paid by the tenant when a payment is entered by an employee in CallPotential. | SiteLink, Door Swap |
| (P) Convenience Fee (Automated Phone Payments) | Enter the convenience fee paid by the tenant when making a payment through the pay-by-phone system. | SiteLink, Door Swap |
| (Q) Convenience Fee (Customer Payment Links) | Enter the convenience fee paid by the tenant when a making a payment using a CallPotential link. | SiteLink, Door Swap |
Save - Note: You may need to scroll back to the top to access Save & Cancel.
- (R) Save - Click to save edits and return to your Location list
- (S) Cancel - Click to discard any edits made to the location and return to your Location list.
