Your UX is waiting ...interact, engage, explore in Las Vegas at CloudWorld 2023

Learn more
Customer Statement - Advise of unsuccessful emailed statements — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Customer Statement - Advise of unsuccessful emailed statements

Received Response
70
Views
2
Comments
edited Oct 27, 2020 10:09PM in Receivables & Collections 2 comments

Summary

Customer Statement - Emailed - Advise of unsuccessful emailed statements required

Content

This surfaced after a training session with the client where in the quest to go paperless how does one know if the statement was actually received by the customer.  The question was asked whether can a report be developed to advise which statements actually failed to be received by email so that they can be re-generated and sent by PDF to the customer. We assume naturally that all customer statements are received, but in reality mistakes are made and technology challenges prevail.

I'm assuming the information could be found in the cluster of statement tables but he anyone had a previous requests for this type of report or offer suggestions to ease the mind of the client.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!