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Using skip tracing

Version: V3.1.6843
Added on: 08/26/14
Time: 15 min
Category: Tutorials

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to enable skip tracing 08/21/14 15 mins This easy how-to tutorial will teach you how to enable automatic skip tracing and set up its period.
Creating a customer 08/29/14 30 mins You will learn how to create a customer.

Useful Terms

Using skip tracing

  1. Are you ready?

    In this tutorial we are going to learn how to tweak general skip tracing settings at the individual customer's account level.
    Before you proceed with the following tutorial steps, make sure that skip tracing has been enabled in merchant settings. Review the following tutorial to learn how to enable skip tracing.
    We will use the following parameters:
    Customer Name: John Smith
    Mode: Phone Only
  2. Log in to the system using your Username and Password and switch to the Console Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Customersbutton in the top section of the screen.
  5. Choose   List  menu item  from the list.
  6. Locate   Search  groupbox
  7. Enter John into the First Nametextbox
  8. Enter Smith into the Last Nametextbox
  9. Click   Findbutton
  10. Locate   Customer Account List  groupbox
  11. Click   View Customerbutton
  12. Locate   Skip Trace  groupbox
  13. Select Phone Only in Modedropdown
  14. Locate   Skip Trace Required  checkbox and check it off. This option allows skip tracing to be performed for this particular customer. You will get the results next day after activating it.
  15. To enable skip tracing, you must mark the information you want to trace as Bad. In addition, you need to allow skip tracing for the selected field. Let's learn how to do this.
  16. Locate   Phones  groupbox
  17. Click   Modify Phonebutton
  18. Locate   Skips Allowed  checkbox and check it off.
  19. Locate   Bad  checkbox and check it off.
  20. Click   Savebutton to save changes on the form.
  21. Congratulations, you are done!

    You have learned how to tweak general skip tracing settings at the individual customer's account level. Now you can do this by yourself.