Accounts – – Return to QBE Report
Path: Accounts Menu Clicking the multiple ticks far right of menu bar, will return you to a report you would have come from even if the report was searched and filtered and it will be as you searched.
Accounts – – Phone
Path: Accounts Menu Clicking the phone icon far right in the account menu initiates a phone call recording system to the left of screen. Time on call is recorded only.
Accounts – Credit reports
Path: Accounts->Credit reports Credit reports obtained through the Kuhlekt onboarding system are linked in this page and risk scores are reported. You can order an updated report by clicking and accepting the charges involved.
Accounts – Legal
Path: Account->Legal The legal section is divided into 2 parts; Legal Appointments are used to record the details of a legal appointment. Legal Notes are used for notes regarding legal proceedings. The ‘Permissions’, ‘Status’ ‘Type’, and attachments work in a similar way to the items Phone/Notes/PTPs.
Accounts – Disputes
Path: Account->Communications->Disputes The disputes section shows the disputes for the account. You can click on the ‘Title’ of a dispute to view the details. Depending on your ‘Dispute permissions’, you can create, edit or delete a dispute.
Accounts –Dunning
Path: Account->Communications->Dunning The first part of the dunning section shows the account’s dunning details. From here you can edit the details. Exclude from dunning: Set to ‘Yes’ or ‘No’, to determine if the account is excluded from dunning. Procedure: Select the dunning procedure to be used for the account. You…