7.1.5 Bulk Processing
7.1.5 Bulk Processing
For
Agents who manage large numbers of blocks, there can be a significant number of
units that are in arrears. The Credit Control system provides tools to simplify
and speed-up the process of creating multiple cases and reminder letters. Cases
and / or reminder letters can be produced for all units in a block or for
multiple blocks in one step.
See 7.1.2 Credit Control Cases for details on the functionality to update the ‘Next Action
Date’, ‘Case Status’, ‘Assigned To’ user, ‘Payment Plan’ amount as well as
adding a ‘Comment’ to multiple cases at the same time.
See 7.3.1 Bulk Processing - Bulk Case Creation for details of Reminder Letter 1 bulk
processing facility providing for the automatic generation of multiple cases
and the production of first reminder letters.
See 7.4.1 Bulk Processing - Letter 2 Introduction for details of Reminder Letter 2 bulk
processing facility providing for the automatic generation of a second reminder
letter where a first reminder letter has been produced, but no second reminder.