Customer history provides detailed recording functions to aid in the control of the Debtors book. It can be used like a notebook to record conversations and money collection information.
Credit controllers use the following functions and features.
- For each account, information can be stored by date, relating to conversations, letters sent, previous action undertaken and follow up action required.
- Limited maintenance can be performed by placing customers on stop and taking them off stop.
- Letters can be created and generated which will also generate a note against the account. Previous letters can also be viewed.
- The system automatically creates notes for certain transactions for example changing the credit limit, payments made, cash allocations or journals. For journals the transaction inquiry can be used to view the details.
- A work schedule is available, showing customers that are due for review by their follow up dates. This can be viewed either as an inquiry or report.
- Various inquiries are interlinked to the main customer history work screen so that all information is readily accessible via function keys.
Customer history programs
