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Two great email features allowing collection letters to be sent as well as customer receivables statements. An advanced query can be ran based on the Structured Query Language SQL which will retrieve specific customers targeted by the collector s. Finally, the generated result from a query can be accessed through a list, exported to excel, accessed through the Collections Main window, the Query Letters window for mass communicating with the customers, or through the Transfer credit manager window to assign this range of customers to a collector.
Last, but not least, the generated result can also be used to assign the range of customers to a collections plan which can be ran in the Collections Plan Processing window. May 11, 1 Min Read. Write A Comment Cancel Reply. May 18, May 5, Submit Type above and press Enter to search.
Blog - Title. Blog - About. Meet the Author. William Weightman. March 15 - 17, Learn more and register. SBX - Heading. Helpful resources. SBX - Ask Questions. Thank you for your question. Simply go to the following website, download the new release, follow the directions to drop in the chunk and other files, launch GP, and you will then get the option to register Collections Management:.
Once you have that downloaded, please unzip it and place the files into the correct GP folders as listed on the blog:. UHF - Header.
Microsoft Dynamics GP Forum. SBX - Heading. Helpful resources.
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