Kuhlekt

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.…

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…

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…

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…

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…

Dunning – Account details

  This shows the dunning setup for each account for the region. It shows if the account has been setup for dunning, and the SMS, Email and Post details, and will show an error if the details are not correct. This is handy to verify the accounts setups prior to…
Prev
Next
Drag
Map

Ready for a 30 Day Free Trial ?