Tracking Tasks and Customer Call
due accounts can be a challenging task - the right people to
speak with are not always available, and follow up calls
have to be scheduled and completed. If the staff is
utilizing more than one application to complete these tasks,
it becomes even more of a challenge, as they must search for
information in multiple locations.
organizations, Aging is exported to Excel to determine which
past due, with staff members going into Financials to retrieve
contact information. When a follow up call is required,
an entry is made in Excel or Outlook for the return call. In
order to accomplish a simple call back, financial and collection staff need to access
three applications to see what tasks are required each day.
With the CollectSoft© Task Panel, all
information regarding the next call is contained in one convenient area. With one
click, users can view client and invoice information, and
new notes for additional follow up calls.
The CollectSoft© Task Tracking Panel is
designed to provide users with the ability to search by date for
customers that are to be contacted, and with
navigation buttons that move
you from panel to panel, managing
tasks, printing reports, and managing customer communications