Add Case Page - Fields

The following table provides definitions for each field on the Add Case page. Not all fields will be present for each case; for example, the Payment Summary section only appears when the case is payment related.

Field	Description
Case ID	Number identifying a case.
Priority	Current priority of a case. Normal: The default value for all cases. Urgent: The case involves payments for a mortgage, utility, or cable service that is pending or in disconnection, insurance payments pending or in cancellation, or auto payments pending or in repossession.
Reason Category	Category and reason for the customer's inquiry.
E-bill Identifier	Reference number assigned to the e-bill by the party creating the e-bill detail.
Payment Information
Payment Method	Method used to make payment. Values include: Consolidated Checks Single Checks Drafts Draft Overnight CIE RPS EPAY PPD Direct Send BOSS Paper Debits
Check/Trace Number	Corporate check number or electronic trace number assigned to the payment.
Industry Code	Industry code assigned to the payee by CheckFree.
Scheduled Pymt Date	Customer's requested payment date.
Account Holder	Name of the person or business that has an account with the biller. Length: 40 characters.
Payment Amount	Customer's requested payment amount.
Payee Account Number	Customer's account number with the payee.
CF Remit Date	Date CheckFree processed the payment.
Contact Name	Name of payee contact the customer has contacted in attempt to resolve issue. Length: 40 characters.
Contact Phone	Phone number associated with the Contact Name. Length: 17 characters.
Case Note	Text box for case-related notes. Accepts 25 lines of 78 characters each.