This procedure allows you to complete automated contact entry tasks in Collections.
Create the automated contact index. (COL-1-1) This program reviews the current customers and their accounts. Based on the responses to the prompts, the system selects customers that should be contacted.
Contact the customers using the index created in step one. (COL-1-1)
Enter the customer’s response. (COL-1-1)
Make any changes to the contact activities or comments. (COL-3-5)
Various reports that can be run at will:
A. Daily Contact List (COL-4-3) This report lists a hard copy of who needs to be contacted.
B. Print Contact Sheets (COL-4-1)
C. Blank Contact Sheets (COL-4-2)
D. Summary of Contacts (COL-4-4)
E. Promised Payment Report (COL-4-5)
F. Overdue Report by Customer (COL-4-6)
G. Overdue Report by Sales Rep (COL-4-7)
H. Print Dunning Letters (COL-4-9)
I. Cash Receipt by Aging Report (COL-4-11) The Purge Initialize Index Files that is run during the Accounts Receivable End- Of-Month procedures deletes all of the payment data used by this report.
Purge Old Calls (COL-3-3) Once you have reached the time where you no longer want to maintain old collection activity records, the first purge may be done. After the first purge, you may want to run it every month to always maintain the same amount of activity in the system.
Please call La Crosse Management Systems, Inc. if you have any questions. We appreciate your calls. (608) 784-8400.