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Is there a way to manually track collections in Shape?

Is there a way to manually track collections in Shape without using a collections service?

Yes, collections can be tracked manually in the Shape system.

1. Click Tools, System Settings

3. Click Collections Settings

· Enter 9999 if a phase isn't being used.

· Phase 1 Agency Id: 9999

· Phase 2 Agency Id: 9999

These settings will allow you to create batches and change the status of a member, without submitting anything to a collections agency.

Follow the steps here to create a batch

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