There are two ways to access the Creditor Mailing Matrix screen (shown below):

• Click on the ‘Claims’ tab from the Form Selection toolbar on the far left side of the page, then click on the ‘Creditor Matrix’ link from the Claims sub-menu beneath the tabs on the far left side of the screen.-OR-
• Click on ‘Case Administration’ on the top Main Menu toolbar (File Menu), then click on ‘Creditor Mailing Matrix’.

Automatic Download

The Creditor Mailing Matrix now downloads in the popular three-column PDF format.  The new PDF format provides additional information such as; duplicates (d), preferred mailing addresses (p), corrected (c) and substituted mailing addresses (s), as defined below.  These designations are made by the court and are pulled from the Mailing Matrix.

From the Creditor Mailing Matrix screen, click on the ‘Import CMM’ button at the bottom of the screen.  Select a Pacer Login and click on ‘OK’.  The user will automatically be logged into the case and the Matrix will import.

The Matrix can be sorted by clicking on the ‘Filtered By’ drop-down (top right corner of the screen), or by clicking on the linked items (shown below) in the color legend.

Red (u) – Undeliverable (address not available or complete)

Blue (d) – Duplicated entry

Green (p)(s) – preferred mailing address/substituted mailing address

Purple (c)(n) – corrected/not corrected mailing address

Our Consumer Bankruptcy desktop software saves a copy of the Creditor Mailing Matrix PDF into document management automatically.  Clicking on the ‘Review Creditor Mailing Matrix PDFs’ link opens the document for viewing from document management.  If there have been multiple downloads of the Matrix, the link opens a new window that lists the PDFs by date and time so the user can select which PDF they want to view.  The default is the latest version downloaded.  The following demonstrates how to Add and Delete addresses to/from the Matrix:

• Add – Click the ‘New Item’ button at the bottom of the screen to add addresses to the Matrix.
• Delete – Select addresses to be deleted, then click on the ‘Options’ button (at the bottom of the screen) and then select ‘Delete Selected Record(s)’ from the drop-down list.

CMM Import Options

Click on the ‘Options’ button at the bottom of the screen and then select ‘More Options’ from the drop-down list.  If the user has multiple courts entered, a selection screen to choose the court will appear as shown below.  Select the court address (single click on the applicable link and click on the ‘Select’ button).  A screen (shown in the second screenshot below) will appear that allows you to set default import options for that specific court.

The options for the Creditor Mailing Matrix Options for Court casb screen (shown above) include:

PDF in 3 column format – This radio button will default the import to the more recent three-column PDF format.  You can choose to access the three-column format via either the “Reports” Link or the “Utilities” link.

Auto Open Adobe before Downloading CMM – This checkbox will auto-open Adobe before import, improving the speed of the import session.

Plain text in raw data format (Legacy) – This option should be the default if the court is not currently utilizing the three-column PDF format.

Select a saved copy of the CMM from your local drive (must be saved in 3 column format) – This option bypasses the login to the court, and imports by having the user browse to the saved file for local import.

Click on ‘Save’ to save your changes or ‘Cancel’ to discard your changes.

Labels and Envelopes

Two additional address lines were added to the Matrix, providing a total of six lines for the address.

Note:  Labels/Envelopes only supports five address lines.  Records with six lines will display in red on the label/envelope grid and require user action.  Changes to the address line can be made in the edit box above the grid.

If changes are made, the user is prompted to save the changes in the CMM.  Selecting ‘Yes’ removes the last address line, while selecting ‘No’ only makes the change for the current label/envelope request.  Following is an explanation of the functionality of the ‘Select All’ and ‘Deselect All’ options:

• Select All – marks all addresses for Labels/Envelopes
• Deselect All – removes all addresses from Labels/Envelopes

Note:  The address selection is remembered between sessions.