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7.1.2 Credit Control Cases
he Credit Control system utilities Credit Control Cases to keep track of the interactions with a property owner. To access go to the Workbench menu: Credit Control -> Credit Control Cases The default Credit Control Cases screen will show any Cases ...
7.3.2 Step 1 - Bulk Case Creation - List Potential Cases
This screen lists out all potential cases where a unit holder is in arrears and needs to be chased for payment. Accessed via the Workbench -> Credit Control -> Bulk Case Creation In ‘Step 1 – Bulk Case Creation - List Potential Cases’ section using ...
7.1.4 Automatic Updating of Credit Control Cases
The Blocks Online system automatically updates Cases when certain events occur: Whenever the status of a Case is changed by a user, a comment is added to identify who has altered the case Whenever a first or second reminder letter is created, a ...
7.4.2 Step 1 – Select Credit Control Cases for Letter 2 Production
Accessed via the Workbench -> Credit Control -> Letter 2 Production This only applies to Service Charge cases at the moment. Using the selection criteria, a range of blocks / units is selected for which second reminder letters are to be created: ...
6.2.2 Viewing Tickets
Once tickets have been created they can be viewed in the Ticket screen. To access go to the Workbench menu: Ticketing -> Ticketing (from drop down menu) By default this screen will display all tickets that have an ‘Active’ ticket status and showing ...