Controller Home

My Collections Accounts

The contoller home page is really the central hub for users making collection calls. It allows the user to easily see who needs to be called, what the last note was, when the last payemnt was received, etc.

In the controller home page, you can select and send along invoices as email attachments from this screen. You can only have one client line expanded at a time. The option is in the options/actions call out menu.

Click the icon for any of the customers and observe the actions options.

• Add a Note: This allows you to add a note to the account. Once entered it will display in the notes’ column for the advertiser. At the top, create a next contact date and select the contact person, also select the updated status for this customer (if applicable). Enter desired notes, flag "Notify Rep(s)" to alert the reps in the CRM Alerts panel about the note. At the bottom, select one or more invoices that you had discussed with the customer.

  
• Email Payment Link - This option is only available if you are licensed to use the Client Portal. You will next be taken to a screen allowing you to customize the message and select who to send the email to:

  

  Client receives the email and upon clicking the link, will be taken to the portal, without needing to log in, and will be able to pay the selected invoices for the specified amounts. They cannot edit the amount to pay, nor can do any other portal functions, unless they then log into the portal as they normally would. To set up the default subject and email message navigate to A/R -> Setup -> Admin -> A/R System Setup

• Send an Email: Click this node to send an email. A screen displays with the ability to enter a recipient, select a template, and attach any desired attachments. The email body contains details based on the template designed. The email body and/or subject can be modified prior to sending.

• Email Selected Invoice: Click this node only after you expand the invoices for the client by clicking the > to the left of the client ID

  • You will view the invoices for this advertiser.

  • Check the boxes corresponding to the invoices you would like to email. Then click the actions node and click the action “Email Selected Invoices”. This allows for them to be mailed as attachments.

  • You can enter a next status, date, email recipient and template to use. The attachments field contains the invoices you selected.

    
• Generate a Letter: This allows you to generate a letter to send to the client. Click the action node “Generate a Letter”, and a screen allowing you to do so in order to generate the letter in the form of PDF to email or print and mail to the client. The templates used are the same templates used for email.

  • Once finished with the letter, click “Save/generate letter”. This will generate the letter for you to print. You can also use a template from the drop down menu instead. Once finished, this letter will be added to the notes section of this client.

• View Account Details: This is the final node on this screen where user can click it to choose to view it in a separate tab or the same screen.

• View Credit Status: View a pop-up snapshot of the client's overall exposure and credit details. This same pop-up is also available on the campaign header.

  

Click one of the options, and you will view an overview of the customer account. You can navigate to CRM, Production, Accounting and so forth.

Credit Controller Home Page Views

Different views for the controller are available from the drop down arrows on the home page.

User can run the amounts by invoice due date or by the invoice date. Make selection and click the arrow icon to the right to refresh the screen. (The default is setup in Group Security -> A/R Security)

In the Overdue Invoices section, user can select which accounts they would like to see:

• Display Accounts Awaiting Contact: This is the default view. These are the accounts where either there is no next contact date, OR the next contact date is in the past

• Display All Accounts: You will be able to view all accounts regardless of status.

• Display Accounts Not Awaiting Contact: These are accounts which have been contacted and are still due.

• Display Accounts without a next contact date: These are accounts where you want to setup an upcoming contact date and they have none.

You can also limit your view to the number of days from the last contact. Enter a number and refresh the screen using the arrow.

You can also choose a collection status from the drop down menu to limit the data listed. There is an option to filter out zero balance accounts or include them in the list.

Recent Payments Received

Scroll to the section of the home page titled " Recent Payments Received" and you will see the list of your customers who have sent payments in the last 30 days.

Messages from Portal

Scroll to the section of the home page titled "My Client Messages from the Portal" and you will see the list of customers as well as any accompanying messages which they sent using the portal. You can reply back to the customer in this window and they will see that message in the portal's Message Center.