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ReportAfter using Collections Management for years, Collectors come and go through normal employee turnover cycles. Over time, those Collectors build up in the system with both open and closed tasks, actions and notes.
One of the first things to do is to transfer outstanding open notes from the old Collector, to the new one. To do so, go to Sales pane —> Cards —> Transfer Credit Manager. This window allows you to assign all Customers and Open Notes from one Collector, to another. You can also assign Customers to a Collector based on the Current Query.
*You can also leave the “To Credit Manager” field blank to unassign the Customers and Notes to anyone
This will update who is assigned to the customer in the Collection Information window:
As well as reassign the open To do tasks for the Collector:
That takes care of all the open notes, but what if you want to remove the Collector ID completely? If you try to do this in Collector Setup window and that Collector already has closed notes in history, you will receive an error:
In this case, the easiest solution is to simply remove the Collector from the SQL table, such as the following:
**Use caution when working in SQL. If you are unfamiliar with these steps, do not attempt them. Make a backup and try this in a test company first**
delete DYNAMICS..CN01400 where CollectorID = ‘JUAN SMITH’
That will remove the Collector from the Collector Master table. Their notes will still be able to be read in GP windows, and you will see they were the original assignee. Make sure when using the SQL script, you already transfer everything you can in the front end Transfer Credit Manager window, leaving the script to handle only what’s left in history.
photo credit a href=httpwww.flickr.comphotosmwichary2240608755Marcin Wicharya via a href=httpphotopin.comphotopina a href=httpcreativecommons.orglicensesby2.0cca
The post Clean up your Collections History to streamline your system appeared first on Professional Advantage Blog.
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