HAiCollect Users Manual - Hampton Associates, Inc.
Contents
1. Hampton Associates Inc ka 1 877 867 6340 HA Collect Debtor Name Search AA Xx cantact hamptoncollects com Current User Test Contact New Claim Debtor Search Reports After logging out you will be returned to the Log In screen You can return to the Hampton Associates Web site by clicking on the globe logo Hampton Associates Inc HA Collect 1 877 862 6340 contact hampioencollects com Login Page Password Denotes a required Weld Click on the following link to view or download a copy of the HAgCollect User s Manual To view the manual you will need a copy of the free Adobe Acrobat Reader Forgot your password Click here kd To Return to the Hampton Associates WWW site Click Here WA Click here to add the HAiCollect login page to your favorites Please contact us with any questions you may have by e mailing us at contact hamptoncollects com or call toll free at 877 862 6340 HaiCollect Changing the way you think about collection agencies HA Collect www hamptoncollects com 182. All Open or Closed claims The default view is Open claims The functionality of the various links is explained in the following pages The top of the page contains a Claim Number Search field Enter the HAI claim number to locate a specific claim Claim Number Search ay amp Hampton Associates inc HA Collect 1 877 862 6340 contact hamptoncollects com Debtor Sear h i Log Out Current User Test Contact Enter a debtor name and click Search or press the Enter key to begin a search by name You may also select Debtor Search on the links toolbar to search multiple debtor names Hampton Associates Commercial Collection Agency HAiCollect Users Manual Claims View Debtor Search continued Claim Number Search Hampton Associates Inc HA Collect 1 877 862 6340 AL M ee contact hampt ncollects com Current User Test Contact New Claim Debtor Search Log Out HAiCollect Debtor Database Search Please search by debtor name to see if we have had prior claim activity against a debtor Enter Name to Search Hunter Mold If No Records Were Found or your search did not find the debtor name requested Click Here to enter a new claim against your debtor Otherwise select a debtor from the listing below to view summary claim information and place a new claim against the selected debtor Debtor Search Results 1 records found ka Pagetof1 P H Debtor Address A Y City
3. Referee to BHermEY Attorney Abrams amp Abrams P C Chi File Number Suit Filed True Non Centingent 0 00 Fees Contingent Fees 0 00 Notes Test note Calls View 19 record d found Mi Ppagei1of2 P M Dafe Y ime Y Contact AY Employee 1 P1 2004 0 22 09 AM Torb Jones Debtor Mark Hampton 2 Hi Jen 2 12 2001 11 39 48 AM TomVones Debtor Mark Hampton amp 6th installment rec d E mail to client FU 4 00 Click on Payments Adjustments and Documents to see claim related items 13 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Claim Details View continued Collection call notes appear in descending date order at the bottom of the Claim Detail screen Scroll down the page to see our collection notes Additional notes can be displayed by selecting the next Page of notes Click on the Back button to return to the Claims View Calls View 189 records found i Page1of2 JM Date Time A Y Contact Y Employee F 1 21 2004 10 22 09 AM Tom Jones amp Debtor Mark Hampton 5 Hi Jen 3 12 2001 11 39 48 AM Tom Jones amp Debtor Mark Hampton 6th installment rec d E mail to client FU 4 00 3 9 2001 11 38 34 4M Tom Jones 5 Debtor Mark Hampton 5 Advised debtor of cr issued He will send 1000 pmt today 3 9 2001 11 37 57 AM Test Contact Client Mark Hampton amp TT client Sent fax acknowleding credit due Entered ad
4. amp Y State Y Zip amp Hunter Mold amp Manufacturi 9000 Del Mar Avenue Montclair CA 31763 To view our claim activity in more detail click on the Debtor Name and a listing of claim s history will appear Claim Number Search a Hampton Associates Inc HA Co le ct 2 1 877 862 6340 M RR Maine ccc contact hamptoncollects com Current User Test Contact New laim Debtor Search Reports Profile Log Out Hunter Mold amp ManufacturNg Inc 4 records found Montclair CA 91763 USA H A Ppaget1of1 P H Opened Claim aaa E Balance 27 Status Y Closed 2 6 2001 3 436 75 4 195 37 NACOB 10 30 200 4 6 2001 30 166 42 32 024 58 NACOB 11 28 2001 g 7 2001 1 326 90 1 326 90 NACOB 10 25 200 i0 itWaQpo 44 413 73 44 109 96 NACOB 1029772001 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim For an Existing Debtor After conducting a Debtor Search you can click on the Create Claim button to enter a claim against an existing debtor Claim Number Search EBENE Ha apton Associates Inc E I 877 802 6340 HA Collect ee o Deni WI Search co fact hampboncollects com Current User Test Contact New Claim Debtor Search Repr ts Profile Hunter Mold amp Manufacturing Inc 4 records found Montclair CA 91763 USA 9 6 2001 3 436 75 4 135 37 4 6 2001 30 166 42 32 024 58 2 7 2001 21 3760 1 326 90 10 11 2000 4413 73 44 1056 The
5. Criteria button to search on another name or you may enter a claim against a new debtor by selecting the Click Here link Claim Number Search ae Hamp on Associates Inc A 1 877 862 6340 HA Collect pebjor MAE oec ELS 1 Search conto t hampt ncollects com Current User Test Contact Home New Claim Debtor Search Reports Profile Log Out HAiCollect Debtor Databases Please search by debtor name to see if we have had prior claim activity against a debtor Enter Name to Search Test Debtor 200402015 If No Records Were Eeund ST your search did not find the debtor name requested Click Here to enter a new claim against your detftor Otherwise select a debtor from the listing below to view surfimary Claim information and place a new claim against the sefected debtor Debtor Search Results 0 records found Debtor bed ress amp T City amp Y State Zip Y No Debtors were found Claims Add Step 1 Please fill out all required fields If you are inputting a claim for a debtor that is not currently in our database please choose Create New Debtor Click Next to input additional claim information Referral Quick Calle Type Leno llect Client Test Client v Debtor _ TD z Create New Debtor we Referred Date 2 1 2004 Claim E Kmount 1224 56 Net amount Do not add Collection fees Next gt Cancel Denotes a
6. Hampton Associates Commercial Collection Agency HAiCollect Users Manual HA Collect Users Manual Table of Contents Introduction to Hai Collect 2 LOG Il 53244 33 54 5 59 acr ee m M Bos E BERN PE Pd a 3 Claims View Debtor Search 4 5 Entering a New Claim Existing Debtor 6 9 Entering a New Claim New Debtor 12 ClamDetailsView 13 14 KONDOA iia AAA IA Bae eee eo SE aa Aa 15 PA AA AI WANAKAA ALIA AI ee 16 Advanced Search amp Sort Features 17 LogOut 18 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Introduction to HaiCollect Welcome to the most advanced tool available today for commercial credit managers to place collection claims and monitor outsourced collection activity HaiCollect allows you to place claims without generating additional paperwork you can upload documents via scanner or from documents already imaged in your system as a part of the claims entry process The database also allows you to communicate with your HAI representative via e mail from within the claim detail in the database Report payments provide information or ask a question and we ll respond immediately HaiCollect also allows you to check the status of our collection efforts on line in real time All collection calls and documents are part o
7. collects com Current User Test Contzict New Claim Debtor Search Claims View for Test Client 10 regords foung Ka Pageiof1 P H C View Claims Open vi Chdose Company Test Client nount amp Y Balance 4 Y Date Referred Y Test Client CEC 5100 00 120 00 2 1 2004 Test Client CEC 20 01 20 01 11 5 2002 Test Client CEC 100 00 112 00 3 7 2003 Test Client LEGAL 1 000 00 230 00 7 12 2001 Test Debtor Test Client CEC 5100 00 5120 00 6 28 2003 Test Client LEGAL 10 000 00 4 440 00 9 9 2000 Test Client CEC 1 000 00 51 250 00 10 22 2002 Test Debtor 5 Test Client CEC 100 00 120 00 10 23 2002 Test Debtor 5 Test Client CEC 2100 00 120 00 10 23 2002 Test Debtor 6 Test Client CEC 1 000 00 1 200 00 10 22 2002 The Binoculars icon allows filtering for specific debtor records If you want to locate a particular claim without using the paging functionality click on the binoculars the Filter window will pop up Enter the first letter of the claim you want to locate and then search the list for the specific claim you want to view then hit the Save button to proceed to the Claim Detail View Filter Claim List on Debtor Choose a Debtor to filter vour claims Debtor Mame Huser Mold amp Manufacturing Inc JA Save Close 17 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Log Out Clicking the Log Out button will sign you out of the system Claim Number Search
8. database automatically fills in the Debtor field based on your search result Enter the Claim Amount and click twe Next button to proceed Claims Add Step 1 Quick Collect TeatClent J vw d E Hunter Mol amp Manufacturing Inc Montclair CA xw 323456 od Denotes a required 4214 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim For an Existing Debtor continued On the next screen you can enter your Client Account Number The default Debtor Contact from previous claim placements will be displayed You will also need to select a Client Contact t let us know who our rimary contact should be for the claim I Claims Add Step 2 Marsh Tam Carico Josh Bankruptcy You can select and enter additional Claim Codes and Claim Notes that may assist us in pursuing the balance due When you are ready to proceed click the Save button for final claim entry processing Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim For an Existing Debtor continued Telephone numbers for debtor firms and individual debtor contacts can be submitted by clicking on a corresponding Telephone Icon 809 946 6538 Close Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim For an Existing Debtor continued As a final step you may choose to upload documents that
9. ency HAiCollect Users Manual Claim Details View Ha Collect users can get on line real time detailed claim status updates from the Claims View screen initial screen after log in To view claim details Click on the Debtor record for the account you wish to inquire on Hampton Associates Inc AE T et i 1 877 862 6340 HA Collect Debtor fete oe n Search contact hampiencollects com Current User Test ontact New Claim J ebtor Search Reports Profile Log Out Claim Number Search Claims View for Test Client 10 rgCords found Mi Pageiofi P H 3 Hampton Associates Inc 1 877 86562 56340 IV contact hamptoncollects com Claim Number Search HA Collect Debtor Name Search Current User Test Contact New Claim Debtor Search Claim Detail Claim ID 2069 Debtor M Cor Test 20040201 t Test 7 Debtor Test Debtor 3 Referral Type 10 Day Free Dernand Tee Debtor Debtor Address 120 N Lynhurst Dr Follow Up Date 4 6 2001 Test Debtor Dayton OH 45410 Referred Date 93 95 2000 Test Debtor 3 Tez Debtor Contact Tom Jones Owner gt Claim amp mount 10 000 00 Tes Debr5 Ta Work Phone 234 567 8901 Commission 1 940 00 Saat ies aes 1 Client Test Client gt Poste 6 000 00 Test Debtor 8 Te Client 23455 Adjustments 1 500 00 Test Debtor amp qa Client Contact Test Contact CEO E BN cet ines 4 440 00 e Assigned To Test Employee Consultant cime States PEGA
10. f our database and available for your review from any location where you have Internet access at any time of the day or night Collection status reports are available on line and can be run based on your selected date range HaiCollect allows you to search our database for collection placements by other clients for accounts you may be dealing with Our Debtor Search functionality will show you all claim activity we have had against specific debtors For the protection of our clients we will not provide the name of the referring company or other confidential information Contact us today to obtain your User ID and Password HaiCollect Changing the way you think about collection agencies www hamptoncollects com Hampton Associates Commercial Collection Agency HAiCollect Users Manual Log In Access to Ha Collect begins with a User ID and Password Every user within your organization has a unique User ID and Password To log in select the Ha Collect link from our www hamptoncollects com Web site and enter your log in information Hampton Associates Inc HA Collect 1 877 862 6340 contact Dhamptoncollects com Login Page Username Password Denotes a required field The Login Screen assures that you are an authorized Ha Collect user Enter your Username and Password then click the s button to gain access to the database and your claims information If you have forgotten y
11. j to reflect cr issued 3 9 2001 11 33 54 AM Tom Jones Debtor Mark Hampton 5 Debtor alleging credit due for defective goods See docs 2 9 2001 11 35 58 AM Tom Jones amp Debtor Mark Hampton 5 amp Rec d Sth installment Advised client via e mail FU 3 01 1 9 2001 11 32 00 4M Tom Jones 2 Debtor Mark Hampton 5 Rec d pmt as promised Advised client via e mail FU 2 01 1 4 2001 11 31 28 AM Tom Jones 5 Debtor Mark Ham e Ph d debtor Confirmed pmt WBIM today 12 19 2000 11 30 04 AM Tom Jones Debtor Mark Hampton 2 Rec d 3rd installment Advised client uie mail FU 1 01 12 9 2000 ones Debtor Mark Hampton 5 r Sd tight but will get pmt out on track by month end 14 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Client Reports Now you can get a claims inventory report when you want for the time period you want as often as you want Click on the Reports link and select the time period you want to cover Claim Number Search ho 3 Gol Hampton Associates Inc HA Collect Debtor Name Search 1 877 862 6340 contact hampioncollects com Current User Test Contact Debtor Search Profile Log Out Reports Menu Company TestClient 8 Referred To 2 29 2004 S Claims A w The report aN open up in a new window To Print the report please chang za our page setup to Landscape mode Click on Run Report after selecting your da
12. our password we will e mail you the information if you click on the icon If you should mistype your User ID or Password the screen will prompt you to re enter your information To return to the Hampton Associates Web site simply click on the HAI logo Hampton Associates Commercial Collection Agency HAiCollect Users Manual Claims View Debtor Search Once you are logged in you will see a listing of all Open claims placed with our office You may navigate the site using the links toolbar Claim Number Search 4 Hampton Associates Inc HA Collect Debtor Name Search __ Bearch di ae Current User Test Contact New Claim Debtor Search Claims View for Test Client 10 records found View Claims Open vi Choose Company Test Client vi Debtor MA Y Company 4 Balance ate Referred Test 20040201 Test Client CEC 100 00 2 1 2004 Test 7 Test Client CEC s50 01 z0 01 11 5 2002 Test 7 Test Client CEC 100 00 5112 00 5 7 2003 Test Debtor Test Client LEGAL 51 000 00 250 00 y lia 2001 Test Debtor Test Client CEC 4 5120 00 8 28 2003 Test Debtor 3 Test Client LEGAL 1000 0 4 440 00 9 9 2000 Test Debter 5 Test Client CEC 1 000 00 1 250 00 10 22 2002 Test Debter 5 Test Client CEC 100 00 120 00 10 23 2002 Test Debtor 5 Test Client CEC S100 00 5120 00 10 23 2002 Test Debtor amp Test Client TEC 1 000 00 1 200 00 10 22 2002 You can change the View Claims selector to see
13. required field The next screen will display all fields related to the debtor 10 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim for A New Debtor continued Claims Add Add Debtor Test Debtor 20040201 123 Any St Indianapolis N 2x2 465112 President Denotes 3 requi red field ie lt Back Complete all required fields denoted with a then click the Next button Complete the claim entry process by entering your Account Number for the debtor select any claim codes and any notes that you may want to submit When Specific i aim issues you This is a test note complete to make press the Save button Bankruptcy Contract Arrangement Disputed Account a foaquirS i lt Back Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim for A New Debtor continued You may update any Client Company or Client Contact numbers by clicking on the telephone icon Claim Summary for 3827 Documents Next Claim Click on the Debtor Contact or Debtor Firm telephone to provide any telephone fax cellular or other numbers you may have for the debtor Close Claim Summary for 3827 At this point you may also upload any documents as described earlier refer to Documents Page 9 of the mn Users Manual Next Claim Close Hampton Associates Commercial Collection Ag
14. te range Remember to change your printer to Landscape mode if you want to retain a paper copy When finished close the Report browser window and you will be returned to the Report screen Select the Home link to return to your Claims View 15 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Profile HaiCollect was designed with your security in mind All access is protected by your User ID and Password You can change your password by clicking on the Profile link Claim Number Search Ji Hampton Associates Inc 1 H 85627 6340 HA Collect ee oM Debtor Name Search E A contact ham collects com Current User Test Contact Naw Claim Debtor Search Profile Verify New Password Update Denotes a required field You can change your Password as often as you like We can assign a specific User ID to your security profile if you contact our office We will e mail any User ID changes to our e mail address of record to protect any security breach Please keep your Log in information confidential 16 Hampton Associates Commercial Collection Agency HAiCollect Users Manual Advanced Search amp Sort Features The HaiCollect database allows you to Filter and sort records Wherever you see the Up Down Arrows you can click to sort in Ascending or Descending orderi Claim Number Search X 3 Hampton Associates Inc HA Colle ct Debtor Name Search 1 aa fon
15. you would normally mail or fax with your claim referrals Simply click on the Documents button and select Add Documents View for Claim 3827 Document Information To select a document to add Click Browse next to the Location textbox Locate the file you want to upload on your computer Click Open in the dialog box Fill aut all other required and then click Save Click the Add bu Otherwise docum m ra x 2 1 200 Documents may b spare age 2 2 200 using the free Ado LO cation Browse Title subect od Type m Please Select a Twe j Documents may be viewed by clicking on the using the free Adobe Acrobat reader AR We can accept virtually every document type Word Excel BMP JPG TIF PDF etc If we cannot view an uploaded document we will contact you to determine the document type and attempt to accept your standard file type Any documents that you fax to our office will be uploaded to the database and can be viewed using the free Adobe Acrobat reader Hampton Associates Commercial Collection Agency HAiCollect Users Manual Entering A Claim for A New Debtor The process for entering a claim against a new debtor is essentially the Same as the process described in the prior section The difference is that we need information concerning the debtor name address etc If the Debtor Search does not locate the debtor you are inquiring on you may click on the Clear
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