Share
Report
30Hi,
We are just establishing a process to utilize the Collection Actions/Tasks within GP. Can you share some of your practices? I am not certain the best way to update the tasks. For example:
Say I have a 45 day old invoice. I call the customer on 10/1/2012 and note it as "Call" action with a 10 day follow up reminder.
On 10/10/12, the task reminder will show up. Suppose I send them an "Email" on that day and hear back that they dispute part of the charge. We mark it as a "Disputed Item" and want resolution in 3 business days.
**What is the best way to log these in the collection modules and how would you assign/update the tasks?**
Since we are using 3 different actions on this one invoice (Call - Email - Dispute), how do I update once each step is completed? Do I close each action out and create a new one as we go so that when I look in the task listing, I only see the next step as open and the action I need to take? It seems that doing this will lose some of the documentation trail?
Or do you just change the action types without closing the item until it's resolved?
Thank, Appreciate your help!
*This post is locked for comments
I have the same question (0)
All responses (
Answers (
