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Knowledgebase : Account Management > Group Debtors
To cascade Worked Date to all members of a Group, switch ON "Cascade worked" in the Account Matching Setup. *** TIP: To access this, select System from the top menu bar and then select Preferences. This will display the System Setup menu. Select Plans...
Question: I am trying to print totals in my letters to Grouped Debtors. Can you help? Answer: You can use the value @ma.ow in your Debtor letter. When Collect! encounters this during the Scheduled Letter Batch, it will calculate the totals for the grou...
Q - Is there a way to make sure that after I group accounts together, all of the accounts in a particular group will be worked by the same operator? A. You can create a report that starts on ANYWHERE as shown below. This "Reassign Contacts for Group De...