Get in Touch
Get in Touch

Kuhlekt

Dunning – Setup – Account

The fields are maintained in the account’s dunning setup (refer also to the user guide for more details). Exclude from dunning Set to ‘Yes’ or ‘No’ Procedure Select the dunning procedure to use Dunning group Enter a dunning group Auto approval If set to “Yes”, dunning records will be automatically…
Read Article

Disputes – Menu

Disputes shows all the disputes for the region. Disputes to-do shows all the outstanding dispute steps for all regions. There is a tab to select either just your own outstanding dispute steps, or all outstanding dispute steps. There is a second tab to select a particular action, or all actions.…
Read Article

Disputes – (DOA) Delegation of Authority

Each user has a ‘DOA amount’, and a ‘Next level approver’, i.e., for user ‘Fred’ Name:                         Fred DOA amount:              1000.00 Next level approver:    Bert   This data forms the DOA hierarchy. Only the Administrator can edit the details. Simply click on a user to edit their details. There are some…
Read Article

Disputes – Overview

The disputes system is run by the users. The only administrative activity is in setting up the DOA hierarchy. Kuhlekt has a built-in dispute resolution process, which is used to resolve customer issues. A dispute is created from an account’s ‘Disputes’ section. The details of the dispute are stored in…
Read Article

Bulk Activities

Bulk Communications can be created through either SMS, Email, Bulk notes or Bulk Phone Calls to blast out to a customer range or account. Create new activities from the dashboard and select parameters to meet your requirements from the parameters available and the applicable criteria. Review the account result listing…
Read Article

Dunning – How it works

  For each account in the dunning batch, firstly the system determines if the account qualifies for the next dunning level. It does this by a process of elimination. An account will not qualify for the next level of dunning if any of the following are true. The batch process…
Read Article
Prev
Next
Drag
Map