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Mass Maintenance Booster
Client Portal Maintenance
Tax Code Maintenance Module
Need to change notifications
Q: We are changing who is responsible for the Collections process, how do we make this change?
A: Our Collections system is designed for a two layer process. Controller role and Collections board management role known as Dispatch.
- Controller – receives notifications about invoices about to create on the Collections board and paid invoices. The Controller role is established on the “My Company” screen.
- Dispatch – receives notifications about Collections ticket status updates and client responses. The Dispatch role is established on the “Collections Board” board details tab. (Setup tables > Service Board List > Service Board > Collections)
To change notifications you only need to change the specific role. All workflows and service tickets unless modified use the role tokens.
Q: Do we have to have multiple people setup for notifications?
A: No, it’s very common for the same person to hold both roles.