Kuhlekt

Data Load – Open items data load

The ‘open item’ data load is used to load ‘open item’ data, from the backend ERP system. After every ‘Open item’ data load, the system creates a ‘snapshot’ of the account balances as a history record, given by the ‘History date’. If for example you are loading yesterday’s data in…

Data Load – Account data load

The account data load is used to load account data, typically from the backend ERP system, containing data such as account number, account name, email address, postal address, etc. The account data load also allows you to load certain other account data into Kuhlekt, which is not loaded via the…

Data load

The data load is used to upload ‘account’ and ‘open item’ data into Kuhlekt. Both ‘Collector managers’ and ‘Administrators’ can perform data loads. The data needs to be in a ‘flat file .csv’ format.

Allocated region/collectors – Review

Display of the assignment of Ledgers to collectors. Check all ledgers are associated.

Region – Activity Templates – Create

You create templates to simplify creating outbound emails, on creating an email, note, SMS or phone call from within Timeline an option exists on each to select “Use a template” a modal will appear with a selection list.

Region – Kali (AI) Email Assistant

Preset instruction list is a list of preset prompts that will appear in activities where an email where you select “Let Kali help you create your email” to assist in creating the email.

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