I would like a Communications Log in the Customer record, which would record the date Statements and Debtor Letters were sent. I would envisage it would work the same way that the similar feature in Sage 50 .
Guest
over 7 years ago
in Communications
0
In Development
2
MERGED
Debt collection tab needs adding to the customer account for tracking and monitoring.
Merged
I am using the memo section at the moment for the tracking of debt collection. There needs to be a section where we can add what stage of our debt process our accounts are up to like in SAGE 50 i.e. 30 day debt letter sent 60 day debt letter sent.
Guest
about 7 years ago
in Communications
0
In Development