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Dunning Letters Module - Can A Customer Be Assigned More Than 1 Procedure?

edited Jun 2, 2025 2:28PM in Ask A Guru 6 comments

Hello Gurus!

I have a few questions for the Dunning Letters module please. Before I will give the flow of the module briefly.

  1. Set up templates and levels (eg, levels such as over 30 days, over 60 days, and emails for each level)
  2. Set up rules (eg, if over 30 days, then use template level 1 from above)
  3. Set up procedures (incorporate rules and templates from above)
  4. Attach to customer record.
  5. Activate the preconfigured workflow.

Questions please, all related to shared customers scenarios and all related to "customer-level" dunning, as opposed to invoice-level dunning.

  1. If 2 subs share all the customers, can different subs treat the same customer differently, with a different procedures?

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