Kuhlekt

Portal credentials email body of the email is created using the WYZYWYG adding corporate livery. People to notify on Direct Debit activation is a list of comma delimited users who will be notified if a client within the portal session cancels a current standing Direct Debit.

Clients that are using the Kuhlekt client onboarding automation define the communications that their clients would receive on being approved and created in the client ERP. The onboarding application is capable of being suspended and returned to later via an email sent from the system. Onboarding manager is the manager…

The keywords used for ‘Legal appointments’ are setup in this section.

Enable incoming emails is set to “Yes” or “No” and is used to determine if the system will look for and process incoming emails. Enable outgoing emails is set to “Yes” or “No” and is used to determine if users are allowed to send outgoing emails. Email account is the…

The suggested score is controlled by the ‘Suggested weighting multipliers” A suggested score is calculated for all accounts that are not on any other ‘to-do’ list. The ‘To-do Suggested’ is a list of accounts, with the highest scoring accounts at the top. By doing this, it gives the collectors a…

The provisioning is controlled by 2 fields; ‘Provisioning required’, and ‘Provisioning threshold’. Please refer to section ‘How provisioning works. The keywords use for provisioning are setup in this section.