This guide covers various settings specific to Storable CRM’s Collections services. Collection settings help manage how you would like to work with past due tenants in CRM’s system. If you do not subscribe to Collections, these settings are not applicable to your account.
Click the links below for more detailed information.
Depending on your Facility Management System (FMS - Edge, SiteLink, etc.) you may not see all options listed below.
From the location list, identify the location you wish to edit and click to open its profile.
The list will default to Location Details. Click Collections to access the location's Collections settings.
Edit Workflow Settings
Under Workflows, you can update the following settings:
Collection Rule: For more information on Collection workflows, click here.
Reset Collection Upon Payment: Turn this on to reset the Collection workflow upon partial payment. Depending on state laws, you may need to reset the lien process whenever a payment is taken. Enabling this function will bring Customers back to the beginning of the workflow.
Number of Events to Send per Batch: The number of batch events dictates 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). Batching events will help prevent a potentially large amount of inbound activity that your users will be responsible for.
Edit Communications Settings
Under Communications, you can update the following settings:
Include All Numbers in Auto Calls: Turn this on to send auto calls to all phone numbers saved in an account. This helps ensure Customers are notified of important Collection events to all currently active numbers on their account.
Include All Email Addresses in Emails: Turn this on to include all email addresses saved on an account, which will receive automatic Collection information. This is helpful if the Customer has both personal and corporate emails listed in their account to ensure they receive important unit information.
Include All Numbers in SMS: Turn this on so home and mobile numbers saved on an account receive automatic Collection texts related to their unit. This is helpful if the Customer has personal and corporate phone numbers listed in their account.
Minimum Balance to Start Collection: Enter the minimum balance a Customer must owe to be included in the Collection process. If a Customer owes less than what is listed here, they will not be assigned to the Collection workflow. This helps maximize your users' time by preventing them from dealing with Customers who owe a negligible amount. Note: Once a Customer reaches your threshold, the Collection workflow will begin based on how many days past due they are.
Auto-Match all Numbers for Pay-by-Phone: When this is off, only the primary number on the account will be recognized. When enabled, the system will also recognize secondary numbers the Customer may call in from to auto-associate the account.
Edit Payments Settings
Under Payments, you can update the following settings:
Autopay Text: Enter the text that will appear in the autopay enrollment box when an employee makes a payment via CRM, a Customer makes a payment via the pay link, or an employee does a move-in. Completely removing text from this box will prevent someone from enrolling in autopay inside CRM.
Exclude Payment Link After: Enter the number of days the tenant must be delinquent before excluding the payment link from communication. This also deactivates any previously sent links and prevents them from using the pay-by-phone system, so it essentially requires the tenant to actually speak with someone to make a payment. This is typically used to require Customers in a lien or auction status to speak with the location to arrange payment.
Save Credit Card Information: Turn this on to save the credit card information to the management software when a payment is submitted. Note: CRM does not store Customer credit card information; it is always pulled from your management software.
Allow Previous Card: Turn this on to allow the user to select a previously used card for payment if it is stored in the property management software. Note: CRM does not store Customer credit card information; it is always pulled from your management software.
Note: Edge allows convenience fees to be added, but they appear as a dropdown list rather than a manually entered dollar amount. It currently has only a single dropdown, so it is either activated or not.
Convenience Fee Name: Choose the convenience fee name, if any.
Convenience Fee (CRM Payment Portal): Enter the convenience fee paid by the tenant when an employee enters a payment in CRM. This automatically gets applied to payments, the user can deselect it when taking payment if they choose not to apply the convenience fee.
Convenience Fee (Automated Phone Payments): Enter the convenience fee paid by the tenant when making a payment through the pay-by-phone system. This automatically gets applied to payments and the Customer has no ability to remove it.
Convenience Fee (Customer Payment Links): Enter the convenience fee paid by the tenant when a making a payment using a CRM link. This automatically gets applied to payments and the Customer has no ability to remove it.
Edit Collections Settings:
Under Collections Manager (Collections) Features, you can update the following settings:
Sync Tenants: Turn on this option to sync tenants at your location with collection workflows.
This option is enabled and set to On at the top account level, and can be turned off if you want to stop the migration of tenants from your FMS to a specific location within your account.
Collection Workflows: Turn on this option to include tenants at your location in collection workflow communications.
Save
You may need to scroll back to the top to access Save & Cancel
Save - Click to save edits and return to your Location list
Cancel - Click to discard any edits made to the location and return to your Location list.