Using Additional Modules, Products, and Services > Additional Modules > Using the Zuelke Financial Module
The Setup menu of the Zuelke Financial Module enables access to the following options:
Contract Type Setup
Access this option to configure settings for contract types. For more information, see Setting Up Contract Types in the Zuelke Financial Module.
Zuelke Monitor Setup
Access this option to configure settings for various reports, such as the Case Start Tracking report. For more information, see Setting Up the Zuelke Monitor.
Paid in Full Adjustment Types
Access this option to configure settings for paid in full adjustment types. For more information, see Setting Up Paid In Full Adjustment Types.
Status Setup
Access this option to configure settings for recall status. For more information, see Setting Up Status.
Install Zuelke Letters
Access this option to install the form letters that are included with the Zuelke Financial Module, such as the Policy Change letter. For more information, see Installing Zuelke Letters.
Remove Promises
Access this option to remove promises from accounts. For more information, see Removing Promises.
Related Topics
Setting Up Contract Types in the Zuelke Financial Module
Setting Up the Zuelke Monitor
Setting Up Paid In Full Adjustment Types
Setting Up Status
Installing Zuelke Letters
Removing Promises