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

Capture Historical Correspondence details and Notes for New Implementation

edited Jul 31, 2024 7:18AM in Receivables & Collections 2 comments

One of our Client is Implementing Advanced Collections, and they want to capture couple of details from the legacy system

  1. Capture Historical Correspondence Details sent to Customers (Statements and Dunning Letters) (time stamp details)
  2. Capture Historical Notes on Delinquent transactions when the collector had followed up on the due transactions

Is there a standard process the above information can be stored, if there is no standard way, what are the possible workaround or best practices.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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