Recall method setup

To remove an account's forwarding status, you will need to recall the account.

You can set up an automatic recall method on accounts that have closed due to:

Paid off
Cancelled
Bankruptcy
Deceased

Go to Forwarding → Recall Methods

Field definitions

Identifier - The label for this recall method.

Selection Logic - The logic used to select accounts for recall. It is recommended that you use the Account Forward ID to only grab accounts that have been forwarded.

Schedule - You can set recall methods to run automatically based on the schedule.

Debt Status Code - The default status code the account will set when the account is recalled.

Just like with distribution, to generate a file for export to your forwarding vendor an extra step is required.

Recall Batch History