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<< Click to Display Table of Contents >> C-C Collections Tool |
  
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<< Click to Display Table of Contents >> C-C Collections Tool |
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The collections tool will allow you to see all of your open BHPH accounts and their respective balances at-a-glance. It’s great for working through your list of customers to call. You can access the tool by navigating to Customers > C - Collections Tool.
Click on the screenshot below for more information about each section.
Past Due / Current Due Customers
This section allows you to toggle between seeing your past due or current due customers.
Separate data by Location Codes / Ratings / Groupings / By Salesperson
This section allows you to separate your data based on different sorting parameters you may use at your dealership. Additionally, you may choose to show only sales with a certain salesperson attached.
This is the main browse window for viewing all relevant sales. You're able to scroll up or down as well as sort by any column simply by clicking the header.
DPD: Days past Due
DLP: Days Last Paid
This section provides some basic account information. Balance information and contact information is provided here.
Clicking the "Notes" button will bring up general contact activity notes from the customer's account.
Clicking the "Customer Activity" button will open up the customer's account.
The additional settings button includes some settings regarding whether to allow some accounts to be reviewed here that may fall under certain conditions. For example: if you know you should normally not call a customer that has filed for bankruptcy, you may leave the box here unchecked, so that those accounts that have been flagged are not included.
Additionally, you can set a default sort order from this window.
