7.3 Bulk Process - Bulk Case Creation
7.3.4 How to Stop the Automatic Generation of Reminder Letters
On occasions you will not wish to automatically generate Cases, and reminder letters, for a specific block or unit which would otherwise satisfy the criteria in Step 1: If a complete block is to be excluded from the bulk process then the block should ...
7.3.3 Step 2 - Create Case(s)
The screen lists all of the units for either ‘All Blocks’ or the particular Block selected where Credit Control Cases could be raised against them. The column headings are: On the far left is a Checklist box which you select for all Units shown on ...
7.3.2 Step 1 - Bulk Case Creation - List Potential Cases
In ‘Step 1 – Bulk Case Creation - List Potential Cases’ section using the selection criteria, a range of blocks / units is selected for which potential Cases could be created: Block / Property Manager / Sponsor – Used to select blocks Min Amount ...
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 ...