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7.4.1 Bulk Processing - Letter 2 Introduction
The Letter 2 bulk processing facility provides for the automatic generation of a second reminder letter where a first reminder letter has been produced, but no second reminder. (This facility only operates for Service Charge cases.) Access via the ...
7.3.1 Bulk Processing - Bulk Case Creation Introduction
To simplify and speed-up the creation of multiple cases and the production of first reminder letters where required, a bulk production facility is available: Access via the menu option: Credit Control -> Bulk Case Creation The bulk facility will ...
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 / ...
6.3.4 Settings
There are two separate places in the system where default text can be set for use when producing Quotations and Work Orders. They cover different default text elements. 1. In the Agent Preferences screen – accessed via the 'cog' option in the top ...
6.3.3 Work Orders
When 'New Work Order' is selected, key information is set-up for the Work Order. Any of this information can be modified by the user: Introduction - This is standard introductory text (set-up for your Agent account) for the Work Order 'Work Summary' ...